Chief Wealth Strategy & Growth Leader

ACTS Consulting Co; Hong Kong; On-site; HKD 2,500,000 - 4,500,000; Full time

Job summary

ACTS Consulting Co in Hong Kong seeks a senior wealth management leader to drive strategy, oversee investment analysis, and execute takeovers and mergers on high-value projects.

The role requires 10+ years in wealth management with director-level experience and strong client networks, including exposure to private equity and funds fundraising. Fluent English, Putonghua and Cantonese are preferred for diverse client engagement.

Qualifications

• Degree or higher in finance, banking, accounting, economics, business or related studies.
• MBA, CFA, CPA or LLB are a plus.
• 10+ years wealth management experience with at least 5+ years at director level.
• Private equity, equity or bond fund fundraising exposure and track record.

Responsibilities

• In charge of wealth management by setting strategic investment analysis and overseeing takeovers/mergers.
• Manage the investment process and work towards delivering good returns.
• Conduct industry research, deal execution and investment management.
• Build and expand the client base and lead the sales team to hit targets.
• Formulate business direction and strategy according to market conditions.

Skills

Leadership

Interpersonal skills

Multilingual ability

Education

Degree in finance, banking, accounting, economics, business or related studies

MBA, CFA, CPA, LLB (plus)

Job description

ACTS Consulting Co in Hong Kong seeks a senior wealth management leader to drive strategy, oversee investment analysis, and execute takeovers and mergers on high-value projects.

The role requires 10+ years in wealth management with director-level experience and strong client networks, including exposure to private equity and funds fundraising. Fluent English, Putonghua and Cantonese are preferred for diverse client engagement.