Financial Institution Partnership Lead

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Polymath Search Full time

Seeking an experienced professional for a senior role in regional client solutions at a leading global financial institution. The ideal candidate will drive business growth by developing strategies focused on wealth management, while leveraging expertise in private markets and alternatives products.

Key responsibilities include:

  • Client relationship development: establishing and maintaining strong relationships with clients and prospects, while navigating complex sales processes.
  • Market intelligence: providing insights on market trends and analysis to support the firm's investment solutions, while communicating effectively with clients and partners.
  • Competitive landscape analysis: gathering and sharing insights on investor preferences, market trends, and competitor activity to inform business decisions.

The ideal candidate will possess:

  • A strong academic background in a relevant field.
  • At least 16 years of experience in asset or wealth management, with a proven track record in client relationship development.
  • A valid SFC license for Type 1 and 4 activities (if based in Hong Kong).
  • Experience in marketing private markets and alternative funds to the private wealth sector.
  • An entrepreneurial mindset and exceptional problem-solving abilities.
  • Excellent communication and stakeholder management skills.
  • A highly collaborative approach to business and client management.
  • A self-motivated, independent, and adaptable attitude.


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