MD - Wealth management

Alpha Access Limited; Hong Kong; On-site; HKD 3,000,000 - 6,000,000; Full time

Job summary

Alpha Access Limited, in partnership with a leading Chinese securities firm in Hong Kong, is seeking an MD of Wealth Management to lead the private wealth business, setting strategy, driving growth, and overseeing client acquisition and team leadership.

The ideal candidate has a deep track record in wealth management, an established HNW/UHNW network, and experience building high‑performing teams, with fluency in English and Mandarin and familiarity with SFC regulations.

Qualifications

• 12+ years of experience in Wealth Management, Private Banking or Securities Brokerage with leadership experience.
• Proven track record in managing wealth management teams and delivering revenue/AUM growth.
• Strong relationships with HNW/UHNW clients, family offices, and distribution channels.
• Excellent communication skills in English and Mandarin.

Responsibilities

• Lead and develop the Wealth Management department, defining strategy and driving revenue growth.
• Manage relationships with HNW/UHNW clients, family offices, and key private wealth clients.
• Recruit and develop a team of Relationship Managers and wealth professionals.
• Drive client acquisition, AUM growth, product penetration, and cross-selling opportunities.
• Develop investment and wealth management solutions across equities, fixed income, funds and structured products.
• Collaborate with other units to maximize opportunities while ensuring compliance with SFC regulations.

Skills

Leadership

Business strategy

Revenue growth

Client acquisition

Team leadership

Relationship management

Investment products

English Mandarin

Job description

We are partnering with a leading Chinese securities firm in Hong Kong to appoint a MD of Wealth Management. This senior leadership position will oversee the firm's wealth management business, with responsibility for business strategy, revenue growth, client acquisition, and team leadership.

The ideal candidate will bring a strong track record in wealth management, an established HNW/UHNW client network, and proven experience in building and managing high‑performing teams.

Key Responsibilities

• Lead and develop the Wealth Management department, driving overall business strategy, revenue growth, and profitability.
• Manage and expand relationships with HNW/UHNW individuals, family offices, and other key private wealth clients.
• Lead, recruit, and develop a team of Relationship Managers and wealth management professionals.
• Drive client acquisition, AUM growth, product penetration, and cross‑selling opportunities.
• Develop comprehensive investment and wealth management solutions, covering equities, fixed income, funds, structured products, and other investment offerings.
• Collaborate with investment banking, institutional sales, asset management, and other business units to maximize business opportunities.
• Ensure compliance with SFC regulations, internal risk management policies, and relevant regulatory requirements.

Requirements

• 12+ years of relevant experience in Wealth Management, Private Banking, or Securities Brokerage, including substantial leadership experience.
• Proven track record in managing wealth management teams and delivering sustainable revenue and AUM growth.
• Strong relationships with HNW/UHNW clients, family offices, and key distribution channels.
• Solid understanding of investment products, including equities, fixed income, funds, and structured products.
• Experience within leading Chinese or international securities firms, private banks, or wealth management platforms.
• Strong commercial acumen, leadership capabilities, and business development skills.
• Excellent communication skills in English and Mandarin.
• Relevant SFC licenses or eligibility to obtain them would be an advantage.