Chief Wealth & Investment Architect

Acts Consulting Co. 毅知顧問公司; Hong Kong; Sur place; HKD 3 000 000 - 4 600 000; Plein temps

Résumé du poste

CPJobs International is seeking a CEO for Wealth Management in Hong Kong. The role will lead the wealth management business, steering strategic investment analyses and overseeing takeovers and mergers to generate strong returns.

The ideal candidate has 10+ years in wealth management, with 5+ years at Director level, plus a track record in PE, fund raising, and external partnerships. Multilingual leadership is essential.

Qualifications

• 10+ years wealth management experience, with the most recent 5+ years at Director level.
• Exposure to private equity, equity fund or bond fund raising, with track records in financing, takeovers and mergers.
• Strong leadership with vision and excellent investment and management capabilities.
• Excellent interpersonal and communication skills; fluent in English, Putonghua and Cantonese.

Responsabilités

• In charge of wealth management by setting strategy, conducting in-depth investment analysis, and executing takeovers/mergers to achieve returns.
• Conduct industries research, deal assessment, and investment management.
• Build and expand the client base and lead the sales team to provide wealth management services and meet sales targets.
• Define business direction and strategy aligned with changing market conditions.

Connaissances

Leadership

Investment analysis

Business development

Interpersonal communication

Languages (English, Putonghua, Canton、

Formation

Finance degree

MBA

CFA

CPA

LLB

Description du poste

CPJobs International is seeking a CEO for Wealth Management in Hong Kong. The role will lead the wealth management business, steering strategic investment analyses and overseeing takeovers and mergers to generate strong returns.

The ideal candidate has 10+ years in wealth management, with 5+ years at Director level, plus a track record in PE, fund raising, and external partnerships. Multilingual leadership is essential.