Wealth Business Development Manager (Trust & Family Office)

Pathsight Limited; Hong Kong; On-site; HKD 700,000 - 1,000,000; Full time

Job summary

Pathsight Limited seeks a Wealth Business Development Manager in Hong Kong to drive client acquisition among High-Net-Worth individuals, family offices and corporate entities. You will articulate fiduciary and trustee services and structure customized trust vehicles to meet asset protection and succession needs.

The ideal candidate has a minimum of 4 years' sales or business development experience in private banking, wealth management, asset management, or fiduciary services and a strong network

Qualifications

• University degree in Business, Finance, Law, or Economics.
• At least 4 years in sales or business development in private banking or wealth management.

Responsibilities

• Client Acquisition: Finding and securing new HNW individuals, corporate entities, and family offices.
• Solution Selling: Explaining fiduciary and trustee services, then structuring customized trust vehicles.

Skills

Private banking sales

Relationship management

Client acquisition

Education

Business/Finance/Law/Economics degree

Job description

Wealth Business Development Manager (Trust & Family Office)

Client Acquisition: Finding and securing new High-Net-Worth (HNW) individuals, corporate entities, and family offices.

Solution Selling: Explaining fiduciary and trustee services, then structuring customized legal and financial trust vehicles based on specific asset protection or succession needs.

Requirements

• Education: A relevant university degree (Business, Finance, Law, or Economics).
• Experience: A minimum of 4 years in sales or business development specifically within private banking, wealth management, asset management, or fiduciary services.