Senior HNW & PI Client Acquisition Lead

Leadingnation

Hong Kong

On-site

HKD 600,000 - 900,000

Full time

8 days ago

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Job summary

Leadingnation in Hong Kong is seeking a seasoned senior client manager to acquire and manage high-net-worth and PI clients. You will leverage your personal client resources and industry networks to secure quality clients and drive growth in account openings, fund inflows, AUM, and trading volume.

You will maintain strong client relationships, oversee smooth onboarding and asset transfers, and ensure strict adherence to SFC requirements.

Qualifications

Must possess PI client resources and networks with a proven business development track record.
Experience or client networks within leading online brokerages highly preferred.
Strong compliance sense on SFC regulatory requirements for client acquisition and operations.
Solid business development, communication, negotiation, and client relationship management skills.
Goal-oriented, responsible, and able to work independently to achieve client acquisition and sales targets.
Welcoming candidates from Web3 / Insurance / Investment Banking backgrounds.

Responsibilities

Acquire and manage high-net-worth / PI clients.
Leverage personal client resources and industry networks to acquire quality clients.
Drive growth in account openings, fund inflows, AUM, and trading volume through client acquisition and migration.
Maintain strong client relationships and ensure smooth onboarding and transfer processes.