Private Wealth Management Executive Director

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China Ocorian Full time

Company Overview

Ocorian provides expert private client services, catering to the sophisticated needs of high-net-worth individuals and family offices worldwide.

With over 1,800 colleagues operating across 20+ countries, our global reach enables seamless experiences for clients across borders and service lines.

What We Offer

  • Salary and benefits packages tailored to attract and retain top talent
  • Flexible working arrangements to suit individual needs
  • Pension and benefits schemes designed to promote work-life balance
  • Private medical insurance and dental plan for comprehensive coverage
  • Life assurance and income protection to safeguard financial security
  • Critical illness cover to mitigate risk

Job Description

Purpose of the Role

The successful candidate will lead the private client business in Hong Kong, driving the local implementation of the global private client strategy. Key responsibilities include:

Main Responsibilities

  1. Client Relationship Building

Establish and nurture enduring relationships with clients, positioning Ocorian as a trusted partner for their private wealth needs.

Service Delivery Excellence

Guarantee high-quality client service that surpasses expectations and fosters loyalty.

Market Insight and Innovation

Stay abreast of market trends and industry developments to enhance our product offerings and better meet client demands.

Data-Driven Strategic Decision Making

Utilize data analytics to identify competitive advantages and inform strategies for upselling and cross-selling opportunities within our service lines.

Internal and External Representation

Represent and market Ocorian with credibility, both internally and externally, to strengthen our brand presence.

Strategic Leadership

Influence the strategic direction of the Private Client Service Line, ensuring effective communication of the strategy and leading its operational implementation.

Financial Management

Accurately budget and forecast, managing the P&L effectively and taking corrective actions as needed to address financial gaps.

Cross-Boundary Growth Initiatives

Identify and pursue business opportunities beyond your immediate area to support growth across other service lines.

Long-Term Vision

Develop a strategic plan for the future, considering both internal and external market trends to ensure sustained growth.

Stakeholder Engagement

Negotiate and influence stakeholders through exceptional communication skills, adapting your style to meet the needs of diverse audiences.

Transformational Leadership

Drive transformation initiatives, engaging and motivating your team through effective leadership.

Team Development

Lead and develop a high-performing team, ensuring accountability for deliverables and fostering positive employee relations.

Succession Planning

Identify future staffing needs and provide coaching and mentoring to build a strong talent pipeline within the Private Client team.

Qualifications

Knowledge, Skills & Experience

  • Educational Background: Qualified Solicitor, Accountant, or similar professional qualification with direct experience in Private Wealth management.
  • Leadership Skills: Proven ability to lead and inspire teams, instilling trust and confidence while delivering high-quality service.
  • Corporate Governance: Strong experience in corporate governance with the ability to engage at the board level.
  • Business Development Acumen: Demonstrated success in business development and marketing, with the ability to communicate effectively with high-net-worth individuals and their advisors.
  • Communication Skills: Excellent written and verbal communication skills, with experience in public speaking at conferences and seminars.
  • Staff Development Focus: A strong commitment to mentoring and developing talent at all levels within the organization.
  • Commercial Insight: Strong commercial acumen and a practical, results-oriented approach to problem-solving.
  • Regulatory Knowledge: Thorough understanding of AML and CFT laws and regulations, as well as the fiduciary and investor protection legal frameworks.
  • Industry Expertise: In-depth knowledge of the Private Client landscape and its dynamics.

Additional Information

All staff are expected to embody our core values that underpin everything we do and reflect the skills and behaviours we need to be successful. These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

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