Managing Director, Head of Wealth Management

Our client is a prestigious, Tier-1 Chinese international investment bank and integrated financial services group with a powerful global footprint and deep roots in Hong Kong. As a market leader undergoing an exciting phase of digital and strategic transformation, they offer an unparalleled platform, an extensive product suite, and institutional-grade backing to capture the rapid growth of wealth management across the Greater Bay Area (GBA) and beyond.

We are seeking a visionary and high-caliber Head of Private Wealth to assume full front-to-back ownership of our Wealth Management division. Reporting directly to top management, this executive leader will be fully accountable for the business's end-to-end success—spanning strategic growth, front-line sales distribution, Investment Counselor (IC) training, product management, and full back-office operations, IT/digital readiness, risk, and compliance.

• End-to-End Business Leadership (Front-to-Back): Assume full accountability for the P&L, strategic direction, operational workflows, and back-office infrastructure of the Private Wealth Management division to ensure seamless front-to-back alignment.

• Strategic Growth & Portfolio Expansion: Formulate and execute short-, medium-, and long-term strategic plans to expand the HNW/UHNW client portfolio. Drive core wealth segments including Trust, Insurance, and corporate equity incentives (ESOP).

• Team Leadership & IC Development: Provide robust leadership and performance management for front-line sales teams, team supervisors, and Investment Counselors (ICs). Directly oversee the structure, recruitment, and continuous training of ICs to maximize advisory quality and asset allocation capability.

• Product Management & Life-Cycle Ownership: Oversee product development and management initiatives to build a competitive, comprehensive wealth product shelf, ensuring timely launch, compliance, and suitability.

• Operational & Systems Readiness: Collaborate with IT, Operations, and Finance functions to drive digital transformation. Optimize back-office operations, settlement systems, and onboarding platforms to elevate overall client and operational efficiency.

• Risk & Compliance (1st Line of Defense): Optimize and reinforce the front-to-back risk management framework. Ensure strict compliance with all local and cross-border regulatory standards, maintaining rigorous governance across all front-, middle-, and back-office processes.

• Experience: Minimum of 15 years of solid experience within the financial industry, specifically focusing on Wealth Management, Private Banking, or related sectors.

• Education: Bachelor’s degree or above in Business Administration, Finance, Management, Commerce, or a related discipline.

• Core Competencies: Proven track record in front-to-back operations, product management, and direct leadership experience managing and training Investment Counselors (ICs) and wealth teams.

• Business Acumen: Demonstrated success in client portfolio expansion, complex asset allocation, and driving large-scale front-to-back digital and business transformation.

• Language Skills: Exceptional communication and presentation skills in English and Chinese (including fluency in Mandarin; Cantonese is highly preferred).

• Full Business Ownership: Gain complete operational and strategic autonomy to run a flagship wealth business front-to-back.

• Tier-1 Brand Power: Gain the prestige of leading a flagship division within one of the most respected Chinese financial institutions in the region.

• Strategic Autonomy: Play a decisive role in shaping the "next-generation" wealth management framework, backed by the company's major commitment to digital transformation.

• Competitive Rewards: Attractive executive compensation package, structured performance bonuses, and a clear path to high-level organizational influence.