Principal, Client Solutions

HL005 Hamilton Lane (Hong Kong) Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Healthcare coverage

Mental health resources

Tuition & certification reimbursement

Adoption reimbursement

Job summary

Hamilton Lane is seeking a Principal, Client Solutions, Private Wealth to lead business development and client relationships in Hong Kong and Taiwan. Based in Hong Kong, you will support wealth platforms and private banks with Hamilton Lane’s Wealth Solutions offerings.

You’ll help prepare client materials and drive the full sales cycle. The role requires 10+ years in financial services or private markets, strong Mandarin and Cantonese, and a proven track record in enterprise sales.

Qualifications

• University degree (B.A., B.S. or equivalent) or advanced degree (MBA).
• Professional designation such as CFA/CAIA or other relevant certification.
• 10+ years’ experience in financial services/private markets, ideally with wealth/intermediary distribution.
• Proven track record in business development and relationship management with wealth platforms.
• Strong teamwork, drive, and commercial orientation; independent in a fast-paced environment.
• Excellent communication; proficient with technology including MS applications and AI tools.
• Business-level Mandarin & Cantonese required.

Responsibilities

• Drive new business development and deepen client relationships across private banks and wealth platforms.
• Lead the full sales cycle from prospecting through onboarding and portfolio development.
• Develop territory/account plans to grow private wealth footprint in HK and Taiwan.
• Maintain sales activity and CRM data with integrity and timely updates.
• Represent Hamilton Lane in client meetings; lead discussions and follow-ups.
• Coordinate presentations and meetings; prepare materials for prospects and clients.
• Lead responses to RFPs with the content team for timely, high-quality submissions.
• Collaborate with internal stakeholders to ensure superior client service.

Skills

Business development

Relationship management

Private wealth

Sales lifecycle

CRM proficiency

MS Office / AI tools

Education

Bachelor's degree or higher

MBA or professional designation CFA/CAIA

Tools

CRM

MS Office

AI tools

Job description

Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high-performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.

What We Do

As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

The Opportunity

Hamilton Lane is seeking a Principal, Client Solutions, Private Wealth who will lead business development and prospecting in Hong Kong and Taiwan with a primary focus on private banks, bank intermediaries and other wealth platforms. This role will be based in Hong Kong and will be part of the APAC Client Solutions team, with a focus on offering best-in-class investment solutions from Hamilton Lane’s Wealth Solutions platform to our investors. The candidate will also support the firm’s sales and marketing efforts in the region through the preparation of questionnaires, presentations and other materials for prospective and existing clients.

Your Responsibilities

• Drive new business development and deepen client relationships across private banks, bank intermediaries and other wealth platforms in the region.
• Lead the full sales cycle from prospect identification and qualification through onboarding and ongoing client portfolio development.
• Develop and execute territory and account plans to grow Hamilton Lane’s private wealth footprint in Hong Kong and Taiwan.
• Maintain and actively manage sales activities and new business pipeline in CRM, ensuring data integrity and timely updates.
• Act as a senior point of contact for various sales- and client-related activities across the region.
• Manage the coordination of presentations and meetings with prospective and existing clients, including agenda setting, preparation of materials and follow-up.
• Represent Hamilton Lane in prospect and client meetings, leading discussions, taking notes and ensuring clear and timely follow-ups.
• Lead and manage responses to RFPs in conjunction with the RFP/Content Team, taking ownership for the delivery of timely, accurate and high-quality submissions.
• Work directly with internal stakeholders across the firm (including investment, product, client services, operations, tax, legal and compliance) to ensure a superior level of client service.
• Manage and grow existing client and investor relationships across the region through proactive sales outreach, coordinating closely with the broader Hamilton Lane team.
• Collaborate with marketing and events teams to support regional marketing activities and events, including conferences, roadshows and client seminars.
• Act as a senior member of the APAC Client Solutions team, contributing market insights, helping to refine the regional private wealth strategy and providing informal guidance and mentorship to junior team members.

Your Background

• University degree (B.A., B.S. or equivalent) or an advanced degree (e.g., M.B.A.).
• Professional designation such as CFA/CAIA or other relevant certification.
• 10+ years’ experience in a related financial services and/or private markets role, ideally with experience with wealth/intermediary distribution with an established asset management firm.
• Demonstrated track record in business development and relationship management, preferably with private banks, bank intermediaries or other wealth platforms.
• A strong team player with a high degree of drive, motivation and commercial orientation.
• Detail-oriented, structured, organized and deadline-focused, with the ability to operate independently and in a fast-paced environment.
• Excellent verbal and written communication skills and attention to detail, and a consultative sales approach.
• Proficient in use of technology at the work place, including use of MS applications, AI applications.
• Business-level Mandarin & Cantonese required.
• Private markets experience is a plus.

Benefits

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

• Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
• Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
• Supporting Your Family & Community For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team. For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
• Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.

As an employer who participates in the federal E-Verify program, Hamilton Lane will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each employee’s Form I-9 to confirm work authorization. If the Government cannot confirm that you are authorized to work, the Company is required to provide you written instructions and an opportunity to contact SSA and/or DHS, so that you can resolve any discrepancies directly with the federal agency.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.

We're a firm that takes our responsibility of helping clients reach their investment objectives seriously. But we're also a group that appreciates a healthy dose of wit and sarcasm, as well as a company that recognizes the value of infusing joy into what we do every day. There's a genuine spirit of collaboration and camaraderie here, and an unwavering commitment to doing right by our clients and by one another. We believe we have some of the most committed, intelligent and innovative professionals in the industry. They also happen to be pretty nice people who genuinely enjoy working with one another. So we have that going for us, which is nice.