Role Overview
A globally recognised international fund house is seeking a dynamic Vice President or Executive Director to lead their Intermediary Sales efforts, with a primary focus on private banks in Hong Kong . This role is designed for a results-driven professional with a deep network and a passion for cultivating strategic partnerships. You will play a critical role in expanding their presence in the private banking sector, driving asset growth, and delivering innovative investment solutions in a fast-paced, global environment.
Core Duties
Business Strategy
- Craft a focused growth plan, pinpointing high-potential private bank clients and market segments in Hong Kong and Greater China.
- Analyze industry shifts and competitor moves to guide strategic priorities.
- Offer actionable insights to refine investment products tailored for private banking needs.
Client Development
- Foster enduring partnerships with private banks, ensuring consistent, high-value engagement.
- Master the firms investment offerings, market outlooks, and portfolio strategies to represent the brand confidently.
- Coordinate with support teams to manage client inquiries and proposal processes efficiently.
- Partner with global and regional teams to align on cohesive sales and investment strategies.
Marketing and Visibility
- Organize client-focused events, regional showcases, and industry conferences to elevate the firms profile.
- Refine promotional materials, such as pitch decks and brochures, to resonate with private bank audiences.
- Enhance the firms standing as a trusted name in Hong Kongs private banking landscape.
Qualifications
- Bachelors degree in Finance, Economics, Business, or a related discipline; masters degree is a plus.
- 7–10 years in asset management or financial services, with deep experience engaging Hong Kongs private banks.
- Robust network within private banking, wealth management, or intermediary channels.
- Demonstrated success in expanding assets under management through strategic client acquisition.
- Outstanding interpersonal and presentation skills, fluent in English and Chinese (Mandarin and Cantonese).
- Proactive, independent, and team-oriented with a passion for client-focused solutions.
If you are interested in this role or any other related opportunities, please send your profile to tristan.pang@interfillgroup.com.