Strategy & Projects Lead, Wealth Management

Oliver James Group; Hong Kong; On-site; HKD 1,500,000 - 2,100,000; Full time

Job summary

Oliver James Group in Hong Kong seeks a strategic leader to shape wealth management growth across HNW/UHNW and private banking sectors. You will drive design and execution of priorities within a seasoned Strategy & Transformation team, focusing on cross-border expansion and international market opportunities.

The role requires extensive experience in wealth management, strong program leadership, and fluency in English.

Qualifications

• Min 10+ years in Insurance, Bancassurance, Private Banks or International Brokers in HNW/UHNW wealth management.
• Specialization in strategy, products, propositions or partnerships.
• Expertise in life insurance, HNW wealth protection, legacy planning and cross-border structures.
• Knowledge of HNW wealth insurance product mechanics and pricing advantages.
• Markets exposure to China, HK, Singapore, Bermuda would be advantageous.
• Demonstrated project leadership and cross-functional execution.
• Excellent communication skills with fluency in English.

Responsibilities

• Lead design and execution of priorities across Wealth strategies and growth targeting HNW/UHNW/Private Banking clients for legacy planning, protection, and wealth transfer.
• Develop and execute Wealth growth strategy, establish KPIs, monitor performance, and identify strategic opportunities across markets.
• Lead international market expansion: evaluation, licensing, entity setup, and readiness across jurisdictions.
• Serve as project lead, manage governance, and coordinate senior leadership through steering committees across markets.
• Design cross-border referral capabilities with stakeholders to build scalable operating models and governance.

Skills

Strategy & Transformation

Wealth Management

Cross-border expansion

Project leadership

Communication

English fluency

Job description

• HNW / UHNW, Wealth Management Related Strategy & Transformation
• Insurance Wealth Management, International Brokers, Bancassurance and / or Private Banking with Insurance Exposure
• Level of appointment is equivalent to Associate Director, junior Director level

The position is open to overseas applicants willing to relocate to Hong Kong.

Our client is a leading international wealth management group with a strong growth agenda across Asia, offering a diverse range of products spanning life insurance, retirement solutions, wealth and asset management. As the business accelerates its presence in the Wealth Management space, it is seeking a strategic professional to shape Wealth Management growth, enhance market performance, oversee cross-border initiatives, and support international expansion in key growth markets.

The key responsibilities for this position are as follows:

• Take lead as an individual contributor within a team of seasoned Strategy & Transformation professionals to drive the design and execution of priorities across the Wealth business strategies and business growth, targeting HNW / UHNW / Private Banking customer segment for legacy planning, protection solutions, and wealth transfer.
• Develop and execute the Wealth growth strategy, establish key performance metrics, monitor business performance, and conduct ongoing market assessments to identify strategic opportunities across priority markets.
• Lead market expansion initiatives, including opportunity evaluation, market entry planning, licensing requirements, entity establishment, and operational readiness across international jurisdictions.
• Serve as a project lead when driving execution of strategic initiatives, overseeing programme governance, and coordinating senior leadership engagement through steering committees and management forums across multiple markets.
• Design and implement cross-border referral capabilities, partnering with distribution, product, marketing, legal, and compliance teams to establish scalable operating models, governance frameworks, and quality assurance processes.
• Partner closely with Product Development, Marketing, Finance and Actuarial teams to enhance commercial performance, optimize capital deployment, strengthen product economics, and refine incentive structures across the region.
• Coordinate regulatory engagement and governance activities across multiple jurisdictions, supporting management reporting, stakeholder communications, and regulatory submissions as required.

Successful applicants will have the following skills and experience:

• Minimum 10+ years relevant experience in Insurance, Bancassurance, Private Banks or International Brokers specializing in HNW / UHNW, Wealth Management segment
• Specialization in strategy, products, propositions and / or partnership business development and engagement
• Expertise in life insurance, HNW wealth protection, legacy planning and cross‑border structures
• Good knowledge of HNW / wealth insurance product mechanics, pricing advantage, operating models, customer needs
• Markets exposure to China, Hong Kong, Singapore, Bermuda would be advantageous
• Demonstrated expertise in project leadership, strategic planning and cross-functional execution
• Excellent communication skills with fluency in English