Deputy General Manager, Business

Hengyu Wealth Management Limited; Hong Kong; On-site; HKD 1,200,000 - 2,000,000; Full time

Job summary

Hengyu Wealth Management Limited is seeking a senior executive to lead its wealth management division in Hong Kong. The role focuses on strategy, client growth, and regulatory alignment to deliver premium financial planning and asset management services to high-net-worth clients.

You will oversee front-line advisory teams, develop partner channels with private banks and family offices, and ensure compliant, high-quality client service across KYC/AML and wealth planning workflows.

Qualifications

• Bachelor’s degree or above in Finance/Business.
• Solid knowledge of HK SFC, AML/KYC, and insurance broker regulatory framework; licensed required (SFC/license).
• Fluent in Mandarin, Cantonese and English; strong cross-functional leadership and high-net-worth relationships.

Responsibilities

• Assist GM to formulate wealth management strategy, set annual objectives, revenue targets, client growth KPIs, and monitor delivery.
• Oversee advisory team, partner channel cooperation, and key HNW client relationships; lead new partners including private banks and family offices.
• Supervise onboarding (KYC/AML), proposal review, wealth planning, insurance and asset allocation; ensure advice by licensed consultants.
• Balance expansion with HK regulatory compliance; implement internal controls, risk management, KYC/AML procedures; participate in risk reviews.
• Lead team building, performance management, recruitment and training; clarify roles between advisory and back-office to avoid breaches.
• Report performance, market trends and risk to senior management; coordinate with Compliance, Operations, and Marketing on cross-department initiatives.

Skills

Mandarin fluency

Cantonese fluency

English fluency

Cross-functional leadership

Stakeholder management

HNW client relationships

Education

Bachelor’s degree or above in Finance/Business

Job description

HengyuWealth Management Limited isvery experienced in the insurance broker industry. We are servicing over 10,000 clients and business partners. We focus on financial planning services, family office planning and asset management. We are working with top tier private banking and retail banking toprovidea wide range of premium financing and saving products to cater our customerneeds. Our asset management team support us with EAM service.

Qualifications

• 1. Bachelor’s degree or above, Finance / Business related major; minimum 8‑years wealth management, family office or financial advisory senior management experience in Hong Kong Greater‑China market.
• 2. Solid knowledge on Hong Kong SFC, AML / KYC, insurance broker regulatory framework; understand responsible officer governance requirements for regulated financial institution. Hold valid SFC / insurance broker licence is mandatory.
• 3. Fluent in Mandarin, Cantonese and English; strong cross‑functional leadership, stakeholder management and high‑net‑worth client relationship capability.
• 4. Proven experience on building HNW client business, partner channel development, P&L responsibility for business unit; able to set business target, risk control framework and drive team delivery.
• 5. Familiar with wealth planning, family succession, asset allocation, overseas migration & education related business scenarios; capable of reviewing client proposal from business and regulatory perspective.
• 6. Strong risk‑awareness, balance business growth and compliance requirements; experienced in managing front‑line advisory, partnership and back‑office supporting teams.

Job Responsibilities

• 1. Assist General Manager to formulate medium‑long‑term business strategy for wealth management division, set annual business objectives, revenue target, client growth KPIs and monitor overall business delivery.
• 2. Oversee front‑line advisory team, partner channel cooperation and key HNW client relationship management; lead development of new business partners including private banks, family office intermediaries and professional service institutions.
• 3. Supervise end‑to‑end client service workflow: client on‑boarding KYC/AML, client proposal review, implementation of wealth planning, insurance & asset allocation arrangements. All regulated client advice shall be delivered by licensed consultants under supervision.
• 4. Balance business expansion with Hong Kong regulatory compliance; drive implementation of internal control, risk management, KYC‑AML procedures for business department; participate in internal risk review for key client cases.
• 5. Lead business team building, performance management, talent recruitment & training; clarify role boundary between front‑line advisory and back‑office support team to avoid regulatory breach.
• 6. Report business performance, market trend and risk status to senior management; coordinate with compliance, operation, marketing team to promote cross‑department business initiatives.