General Manager of Wealth Planning

Glory Family Heritage; Hong Kong; On-site; HKD 1,800,000 - 3,200,000; Full time

Job summary

Glory Family Heritage leads a global wealth ecosystem. This leadership role centers on channel development, market expansion, and AI-enabled marketing within an insurance-driven wealth platform.

It integrates identity planning, offshore trusts, and legacy solutions to create an omnichannel distribution model. You will own the full P&L, drive annual commercial strategy, and lead Marketing, partnerships, and frontline RM enablement across cross-border markets including Hong Kong, Singapore, and

Qualifications

• 15+ years in wealth management or insurance with marketing and channel leadership.
• 5+ years senior leadership with direct team management and P&L ownership.
• Experience across offshore markets (e.g., HK, SG, US) in wealth/insurance.
• Strong expertise integrating insurance with wealth planning offerings.

Responsibilities

• Own the full P&L of the Glory business and drive annual commercial strategy against core targets.
• Lead growth initiatives across new sales, renewals, and premium mix optimization.
• Build and manage an omnichannel distribution model with internal and external partners.
• Design channel incentives and strengthen frontline RM engagement and conversions.
• Lead Marketing Center and AI-enabled marketing transformation across channels.

Skills

Channel leadership

P&L ownership

AI in marketing

Wealth management

Cross-border

Tools

CRM systems

Job description

This role leads channel development, market expansion, and annual business delivery for Glory within a global wealth ecosystem. Using insurance as the core entry point, the position integrates broader capabilities across identity planning, offshore trusts, and legacy solutions to build a high-performing omnichannel distribution model. The successful candidate will own growth, channel effectiveness, team leadership, and AI-enabled marketing transformation, making this a critical leadership role for Glory's next phase of expansion.

Key responsibilities

Own the full P&L of the Glory business and drive annual commercial strategy against core targets including revenue, external channel revenue, and operating profit.

Lead business growth initiatives across new sales expansion, renewal quality, recurring-premium mix optimization, and integrated-solution penetration to improve end-to-end delivery quality.

Build and manage an omnichannel distribution model covering internal channels and external partners, while expanding the broader collaboration ecosystem.

Design channel incentive mechanisms and cross-channel collaboration models, and strengthen frontline RM enablement in client engagement and solution conversion.

Lead the Marketing Center organization across channel management, product marketing, training, enablement, and operational support, while building a strong leadership pipeline.

Drive AI adoption in client matching, proposal generation, content marketing, training enablement, and compliance support, and explore new models such as AI agents, KOL-led content ecosystems, and cross-border community operations.

About you

15+ years of experience in wealth management, insurance, or asset management, with strong exposure to marketing and channel leadership.

5+ years of senior leadership experience with direct team management and full P&L ownership.

Deep familiarity with at least two offshore wealth or insurance markets across Hong Kong, Singapore, and the United States.

Strong expertise in high-end insurance solutions and the ability to connect insurance with broader wealth planning offerings such as identity planning, offshore trusts, and legacy structures.

Hands-on channel leadership experience with a strong understanding of frontline relationship-manager dynamics, plus exposure to ecosystems such as IFA, EAM, or MGA.

Proven AI application capability that is clearly above industry average, with practical experience leading or materially contributing to AI projects in marketing or client-facing use cases.

Fluency in both Chinese and English, with the ability to operate effectively across cross-border and multicultural business environments.

Working knowledge of multi-jurisdiction regulatory environments relevant to offshore wealth and insurance businesses.

Strong stakeholder management skills across business units, cultures, and regions.

A combination of strategic thinking and execution discipline, with the willingness to lead from the front.

Noah Glory is a guarantee inheritance service platform under Noah Holdings,(NYSE:NOAH, HKEX 6686) committed to providing wealth inheritance services covering China and overseas for global high-net-worth Chinese families through the four pillar capabilities of "global resources", "private customization", "professional integration", and "warm inheritance", in the business fields of global insurance brokerage, family trust, and identity planning, to help customers pass on and create a sustainable future.

Noah Glory is a guarantee inheritance service platform under Noah Holdings,(NYSE:NOAH, HKEX 6686) committed to providing wealth inheritance services covering China and overseas for global high-net-worth Chinese families through the four pillar capabilities of "global resources", "private customization", "professional integration", and "warm inheritance", in the business fields of global insurance brokerage, family trust, and identity planning, to help customers pass on and create a sustainable future.