Director Retail Wealth Management

My fintech brokerage client is looking for senior role managing the retail WM division in an online brokerage , driving revenue growth through personalized wealth solutions for mass-affluent clients. Reports to Head of WM; based in HK with China exposure. 10+ years’ experience Key Responsibilities : Develop and execute WM strategy, including product roadmap for ETFs, bonds, A-shares (via Stock Connect), and robo-advisors; Lead client relationship management for high-net-worth (HNW) and mass-affl

Unicorn Advisor (HK) Limited - Hong Kong - Full time

Salary: highly competitive

My fintech brokerage client is looking for senior role managing the retail WM division in an online brokerage , driving revenue growth through personalized wealth solutions for mass-affluent clients. Reports to Head of WM; based in HK with China exposure. 10+ years experience

Key Responsibilities :

    • Develop and execute WM strategy, including product roadmap for ETFs, bonds, A-shares (via Stock Connect), and robo-advisors;
    • Lead client relationship management for high-net-worth (HNW) and mass-affluent segments; ensure SFC Type 1/4 compliance and risk mitigation
    • Collaborate with sales/marketing for cross-selling; drive digital transformation (Mobile Trading System)
    • Monitor market trends(local market dynamics, digital assets, etc); report to the management on KPIs like AUM, retention, and advisory revenue.

Requirements :

    • 10+ years in WM/retail offline/online brokerage; bilingual (English/Mandarin);
    • Proven track record in HK/China; client acquisition, retention, etc
    • Skills: Strategic planning, stakeholder management, fintech tools

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