Executive Director, Global Wealth Management

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

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.