Principal, Private Wealth Solutions – APAC Growth Leader

Hamilton Lane

Hong Kong

On-site

HKD 1,000,000 - 1,600,000

Full time

14 days+
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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

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.

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