Regional Solutions Strategist

2 days ago


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

We are partnering with a top-tier global financial institution to seek a seasoned professional for their regional client solutions team. As a senior member, you will help develop the business strategy with a focus on wealth management. To succeed in this role, you should have extensive knowledge in private markets and alternatives products, as well as solid experience in client acquisition, promoting funds, building client relationships, facilitating transactions, and providing market insights.

Key responsibilities include:

  • Facilitating transactions: build and maintain a strong pipeline of prospective clients while fostering deep relationships with both clients and prospects, navigating complex negotiations within a multi-stakeholder sales process.
  • Market insights: educate clients on private markets and alternative investment products, providing insights on market trends and analysis while effectively communicating the firm's investment solutions and capabilities to clients and partners.
  • Continuously gather and share insights on the competitive landscape, investor preferences, and market trends with colleagues worldwide.

The ideal candidate will possess:

  • A strong academic background in a relevant field.
  • Over 16 years of extensive experience in the asset or wealth management industry, with a proven track record in client relationship development and management.
  • A valid SFC license as a representative for Type 1 and 4 activities (if based in Hong Kong).
  • Significant experience in marketing private markets and alternative investment funds to the private wealth sector, with a strong understanding of the distribution model.
  • An entrepreneurial mindset, exceptional problem-solving and analytical abilities.
  • Outstanding presentation, verbal, and written communication skills, with the ability to build trust and effectively manage and influence stakeholders at all levels.
  • Highly collaborative, with a strategic approach to business opportunities and client management.
  • Self-motivated, independent, and adaptable to a fast-growing, entrepreneurial environment, with a proactive, hands-on attitude.


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