About the RoleWe are looking for a commercially driven Business Development Manager with a US CPA qualification to develop and grow business across Hong Kong, Singapore and Taiwan.The role will focus on promoting and selling professional advisory and wealth-related services, including family office, trust, structuring and related cross-border solutions. You will be responsible for building relationships with referral partners and potential clients, presenting solutions, following up on opportunities, and converting leads into long-term business relationships.Candidates based in Hong Kong or Singapore are preferred.
Responsibilities
- Develop new business opportunities across Hong Kong, Singapore and Taiwan
- Promote services including family office, trust, wealth structuring and related advisory solutions
- Build and maintain relationships with referral partners such as:
- Banks and private banks
- Law firms
- Accounting firms
- Family offices
- Corporate service providers
- High-net-worth client networks
- Conduct presentations and pitches to potential partners and clients
- Understand client needs and introduce suitable service solutions
- Follow up on leads, proposals and ongoing business opportunities
- Manage the full business development cycle from initial introduction to conversion
- Develop strategic partnerships and referral channels in the region
- Maintain strong relationships with existing clients and business partners
- Coordinate internally with professional and advisory teams to ensure smooth client onboarding and service delivery
- Monitor market trends and identify new commercial opportunities across Greater China and Southeast Asia
Qualifications
- Valid US CPA license is mandatory
Required Skills
- Strong business development, sales or client-facing experience
- Experience within family office, trust, wealth management, private banking, accounting, tax, corporate services or professional advisory services is highly preferred
- Strong network within banking, professional services, HNW/UHNW or wealth management sectors is an advantage
- Comfortable pitching to senior stakeholders and professional partners
- Strong follow-up, relationship management and commercial negotiation skills
- Able to work independently and develop new markets
- Strong communication and presentation skills
- Fluent English required; Mandarin and/or Cantonese highly preferred
- Candidates currently based in Hong Kong or Singapore are preferred
- Willingness to travel across Hong Kong, Singapore and Taiwan when required
Preferred Skills
- We are particularly interested in someone who combines professional credibility with a strong commercial mindset — someone who can understand sophisticated client needs, confidently pitch solutions to banks and professional partners, and actively develop new business rather than focusing purely on accounting or technical work.