CEO - Wealth Management

Acts Consulting Co. 毅知顧問公司; Hong Kong; Presencial; HKD 1.800.000 - 3.200.000; Jornada completa

Descripción de la vacante

Acts Consulting Co. 毅知顧問公司 is recruiting a Chief Executive Officer for Wealth Management.

The role requires steering the wealth business with in-depth investment analysis, sourcing and executing takeovers and merger deals, and managing the full investment process to deliver strong returns. You will oversee industry research, project assessment, deal execution and investment management, while building and expanding the client base and guiding the sales team to achieve targets, aligning strategy

Formación

• Wealth management leadership experience is essential.
• Director level experience in the most recent 5+ years.
• Strong client networks and business development capabilities.
• Exposure to external asset manager (EAM) business preferred.

Responsabilidades

• Set strategic direction for wealth management and oversee investments and M&A executions.
• Lead deal execution, investment management, and rigorous industry research.
• Grow client base and manage the sales team to hit targets.
• Formulate business strategy in response to changing markets.

Conocimientos

Leadership

Languages

Educación

Finance/Business degree + MBA/CFA/CPA/LLB (advantage)

Descripción del empleo

CEO - Wealth Management

Requirements :

• Degree in finance, banking, accounting, economics, business or related studies with qualifications such as MBA, CFA, CPA, LLB are a plus
• Has more than 10 years wealth management solid experience in which the recent 5 years or above at Director level
• Has private equity, equity fund or bond fund raising exposure, successful track records in financing, take over and merger of investment projects
• Has clientele resources, strength in business development or cooperation partners connections is preferred, previous exposure in External Asset Manager (EAM) business.
• Great leadership, with vision and excellent investment and management power
• Has outstanding interpersonal and communication skills. Capable to command fluent English, Putonghua and Cantonese

Duties :

• In charge of the wealth management business by setting strategic in depth investment analysis, source and in charge of the execution of take over and merger of investment projects, manage the whole investment process and achieve good returns
• Handle industries research and analysis, project assessment, deal execution and investment management
• Build and expand the client base and manage the sales team to provide wealth management service to clients and to achieve sales targets
• Formulate the business direction and strategy according to ever-changing market conditions