Principal, Client Solutions

Hamilton Lane; Hong Kong; On-site; HKD 1,000,000 - 1,600,000; Full time

Benefits offered by this job

Healthcare coverage

Tuition reimbursement

Volunteer time off

Adoption assistance

Travel support

Retirement plan

Employee stock purchase plan

Job summary

Hamilton Lane, a global leader in private markets, seeks a Principal, Client Solutions, Private Wealth in Hong Kong to lead business development and prospecting in Hong Kong and Taiwan with a focus on private banks and wealth platforms. You will lead the full sales cycle and collaborate with regional teams to deliver best-in-class investment solutions.

This role requires 10+ years in financial services, a university degree or higher, CFA/CAIA desirable, and fluency in Mandarin and Cantonese.

Qualifications

• University degree (B.A., B.S. or equivalent); MBA or CFA/CAIA preferred.
• 10+ years in financial services or private markets, with wealth/intermediary distribution experience.
• Proven track record in business development and relationship management with wealth platforms.

Responsibilities

• Drive new business development and deepen client relationships with private banks and wealth platforms.
• Lead full sales cycle from prospecting to onboarding and ongoing portfolio development.
• Develop territory and account plans to grow private wealth footprint in HK and Taiwan.
• Coordinate presentations, meetings, and client materials; ensure timely follow-ups.
• Collaborate with internal teams (investments, product, client services, ops, legal, compliance).

Skills

Business development

Relationship management

Communication skills

Team player

Autonomous

Mandarin

Cantonese

CRM proficiency

Tech-savvy

Education

Bachelor’s degree or above

MBA

CFA/CAIA designation

Tools

CRM software

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 Will Be To

• 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 Will Include

• 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.

To Do This, Hamilton Lane Offers The Following Benefits

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 a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

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.