IFA Channel Development Lead

ARK Wealth Management-NOAH; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

ARK Wealth Management-NOAH in Hong Kong seeks a senior leader to connect Independent Financial Advisors and deliver Noah's premier global asset allocation and family legacy solutions to affluent clients worldwide.

You will lead IFA channel development, empower partners with Noah's Olive and Glory platforms, ensure compliant onboarding, and coordinate cross-border asset allocation while maximizing AUM growth.

Qualifications

• Bachelor’s degree or above in Finance, Economics, or Business.
• 8+ years of experience in Hong Kong wealth management or IFA channel development.
• Familiarity with the Hong Kong regulatory environment; SFC licenses preferred.
• Proficiency with digital platforms (e.g., Nexus) for business management.

Responsibilities

• Lead IFA channel development in Hong Kong and overseas markets.
• Provide IFAs with product and solution support leveraging Noah's Olive and Glory platforms.
• Formulate channel expansion plans and lead a team to achieve AUM targets.
• Ensure compliance with Hong Kong regulations and Noah's internal standards.
• Utilize Nexus dashboards and CRM data to monitor performance and strategies.

Skills

Channel development

IFAs

Wealth management

Negotiation

Cross-functional collaboration

Education

Bachelor’s degree or above in Finance/Economics/Business

Tools

Nexus platform

CRM systems

Job description

Leveraging the Nexus platform and Noah's strategic positioning in Hong Kong as a global wealth hub, this role aims to connect and empower Independent Financial Advisors (IFAs). The mission is to deliver Noah's premier global asset allocation and family legacy solutions to affluent, philanthropic families globally, realizing the vision of "Wisdom in Wealth, Warmth in Life."

• Channel Development via Nexus Platform: Lead the exploration, evaluation, and establishment of IFA channels in Hong Kong and overseas markets. Utilize the Nexus platform to manage IFA relationships, track collaboration pipelines, and build a long-term, win-win ecosystem with IFA teams that share our philosophy and possess high-net-worth client resources.
• Professional Empowerment & Solution Implementation: Provide IFAs with professional product and solution support leveraging Noah's Olive (Asset Management) and Glory (Family Legacy) platforms. Collaborate with the Ark HK team to ensure compliant client onboarding and transaction execution, facilitating cross-market asset allocation.
• Business Target & Team Management: Formulate and execute effective channel expansion plans. Lead and scale a dedicated team (team size to be determined based on regional strategy) to achieve established AUM (Assets Under Management) targets and revenue goals.
• Data-Driven Operations: Maximize the use of Nexus platform features, including reporting dashboards and CRM integration, to monitor team performance, analyze channel data, and optimize business strategies.
• Compliance & Risk Management: Strictly adhere to Hong Kong regulatory requirements and Noah's internal AICOS/N-ARL compliance standards. Ensure all channel partnerships, product recommendations, and transaction executions are fully compliant, prioritizing compliance as the highest principle.
• Client-Centric Service Extension: Practice the "Client-Centric" philosophy. Work alongside IFAs to serve clients, ensuring they receive a premium experience of "One Client, One Wealth Manager, Global Synergy."
• Bachelor’s degree or above, preferably in Finance, Economics, or Business.
• 8+ years of experience in Hong Kong wealth management, private banking, or IFA channel development, with a mature IFA network and HNW client resources.
• Familiarity with the Hong Kong financial market and regulatory environment; possession of SFC Type 1, 4, 9 licenses is highly preferred.
• Proficiency in utilizing digital platforms (e.g., Nexus) for business management, pipeline tracking, and cross-border collaboration.
• Excellent communication, negotiation, ecosystem-building, and cross-functional collaboration skills.
• Alignment with Noah's culture of "Being a Friend of Time" and "Achieving Care through Professionalism," with a strong long-termism perspective