Chief Executive Officer

CFA Institute; Hong Kong; On-site; HKD 3,500,000 - 6,000,000; Full time

Job summary

The Chief Executive Officer will lead the strategic setup, daily operations, and long-term growth of a newly established Single Family Office in Hong Kong. The role balances global public market investments with a sophisticated private credit business, reporting to the Principal.

You will design asset allocation, build the core team, and implement rigorous risk governance within Hong Kong’s regulatory framework, while maintaining discretion and high fiduciary standards.

Qualifications

• 12+ years of senior executive experience in roles such as CEO, CIO, or MD within a Family Office, Private Bank, Wealth Management firm, or Securities Brokerage.
• Strong liquidity management and knowledge of global equity and fixed-income markets, especially in Hong Kong.
• Master's degree in Finance, Economics, or Law; CFA or FRM designation valued.
• Fluent in Mandarin, Cantonese, and professional English with high discretion.

Responsibilities

• Formulate and execute asset allocation strategies across global public equities, fixed income, and liquid macro funds.
• Design and oversee a margin lending framework, including LTVs, haircuts, and collateral criteria.
• Establish the Hong Kong operational entity, build the core team, and select institutional vendors (custodians, legal counsel, tax advisors).
• Implement risk management frameworks and ensure compliance with Hong Kong regulations.
• Maintain seamless, high-touch communication with the Principal and govern wealth accordingly.

Skills

Executive leadership

Liquidity management

Global markets understanding

Discretion and privacy

Stakeholder communication

Education

Master's degree in Finance/Economics/Law

Job description

Role Summary

The Chief Executive Officer will lead the strategic setup, daily operations, and long-term growth of a newly established Single Family Office in Hong Kong. Serving as a trusted strategic advisor to the Principal, the successful candidate will manage a substantial multi-asset portfolio while building an institutional-grade platform that balances global public market investments with a sophisticated corporate lending and private credit business.

Company Overview

This is a newly established Single Family Office based in Hong Kong, dedicated to comprehensive wealth management and capital preservation for the Principal. The organization will operate with institutional-grade standards across investment management, risk governance, and operational excellence.

Key Responsibilities

1. Formulate and execute comprehensive asset allocation strategies across global public equities, fixed income, and liquid macro funds
2. Design and oversee the margin lending framework, including establishing Loan-to-Value (LTV) ratios, haircut policies, and collateral eligibility criteria
3. Establish the Hong Kong operational entity, build the core team, and select institutional vendors including custodian banks, legal counsel, and tax advisors
4. Implement rigorous risk management frameworks and ensure full compliance with Hong Kong financial regulations
5. Maintain seamless, high-touch communication with the Principal and ensure effective wealth governance

Required Qualifications

1. 12+ years of senior executive experience in roles such as CEO, Chief Investment Officer, or Managing Director within a prominent Family Office, Private Bank (Key Client/Lending division), Wealth Management firm, or Securities Brokerage
2. Sharp understanding of liquidity management, global equity and fixed-income markets, and Hong Kong's financial ecosystem
3. Master's degree in Finance, Economics, or Law; CFA or FRM designations are highly valued
4. Exceptional trilingual communication skills (fluent in Mandarin, Cantonese, and professional English) with high emotional intelligence and an absolute commitment to discretion and privacy