ED - Global Wealth Management (Retail/PrivateBanking Channe)

Andrea Mak; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Job summary

Andrea Mak is seeking an Executive Director to lead Global Wealth Management in Hong Kong. The role focuses on strategic relationship management, driving growth, and leveraging the firm's private banking connections for sophisticated wealth clients.

Candidate will manage senior client-facing activities, oversee distribution strategy, and collaborate across investment, product, marketing and operations to deliver seamless client experiences.

Qualifications

• 10+ years in asset management distribution/private banking/wealth-management sales
• Proven track record growing intermediary relationships and delivering sales targets
• Strong HK private-wealth market knowledge; able to discuss equities, fixed income, multi-asset solutions
• Excellent communication and presentation skills; able to simplify complex investment concepts
• Senior networks across HK private banks, family offices, and wealth distribution partners (nice-to-have)
• CFA, CAIA or relevant finance credentials (nice-to-have)

Responsibilities

• Develop and execute targeted Hong Kong private wealth distribution strategy with clear priorities and measurable objectives
• Deepen strategic relationships with private banks, fund selectors, investment advisers, DPMs, RMs and senior decision-makers
• Drive fund penetration, net flows and revenue growth via needs-based, solution-led positioning
• Represent the firm at senior client meetings, forums, roadshows and partner-hosted events
• Collaborate with investment, product, marketing, client service, legal, compliance and operations teams
• Provide market intelligence and feedback to inform product positioning and campaigns
• Manage sales pipeline and maintain CRM records for governance and planning

Skills

Relationship management

Sales execution

Stakeholder management

Communication

Presentation skills

Education

CFA/CAIA or relevant finance credentials

Tools

CRM

Job description

ED - Global Wealth Management (Retail/PrivateBanking Channe)

Company Overview:

Our company is a leading global wealth management firm, providing a wide range of financial services to clients around the world. With a strong focus on retail and private banking channels, we strive to deliver exceptional value and personalized solutions to our clients.

Position Overview:

We are seeking an experienced and dynamic Executive Director to lead our Global Wealth Management team. The successful candidate will have a strong background in retail and private banking connections, with a proven track record of driving growth and delivering exceptional client service.

• Senior client‑facing role: strategic relationship management, disciplined sales execution; position firm's public & private market capabilities to sophisticated wealth clients
• Entrepreneurial, collaborative mindset; build long‑term trusted partnerships to drive sustainable commercial growth

Key Responsibilities

‑ Develop & execute targeted HongKong private wealth distribution strategy with clear priorities, account plans and measurable commercial objectives

‑ Deepen strategic relationships with private banks, fund selectors, investment advisers, DPMs, RMs and senior wealth‑channel decision‑makers

‑ Drive fund penetration, net new flows and revenue growth via needs‑based, solution‑led positioning of investment capabilities

‑ Represent firm at senior client meetings, briefings, investment forums, roadshows, training and partner‑hosted events

‑ Partner with investment, product, marketing, client service, legal, compliance and operations teams for seamless client delivery

‑ Provide market intelligence, client feedback and distribution insights to inform product positioning, campaigns and new business opportunities

‑ Manage sales pipeline, maintain accurate CRM records and structured follow‑ups for governance & business planning

Must‑Have Requirements

‑ Min. 10years' experience in asset management distribution / private banking / wealth‑management sales; solid exposure to HK private‑wealth market

‑ Proven track record growing intermediary relationships and delivering against sales & commercial targets

‑ Sound understanding of private‑bank distribution, product‑approval processes, portfolio‑construction and needs of fund selectors / advisers / RMs ‑ Strong public‑market investment knowledge; able to credibly discuss equities, fixed income, multi‑asset and alternatives with sophisticated stakeholders

‑ Excellent communication & presentation skills; ability to simplify complex investment concepts for different audiences ‑ Strong stakeholder‑management, maturity and professionalism to engage senior internal & external contacts

‑ Highly organised, execution‑focused; manage multiple priorities with ownership and consistent follow‑through ‑ Collaborative, works effectively within matrix cross‑functional / cross‑geography environment

Nice‑to‑Have ‑ Existing senior networks across HK private banks, family offices, EAMs and wealth distribution partners ‑ Distribution experience covering private markets, alternatives, thematic strategies and bespoke investment solutions

‑ Qualifications: CFA, CAIA or relevant finance / investment credentials