Private Client Business Development Head

5 days ago

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

Our Company Culture

At Ocorian, we value our employees and strive to create an inclusive environment where everyone feels valued and empowered to contribute to our success.

We believe in a collaborative culture that encourages teamwork, open communication, and a willingness to learn and grow together.

Benefits of Working with Us

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Diverse and inclusive work environment
  • Collaborative team culture
  • Support for ongoing education and training

Job Description

Purpose of the Role

The successful candidate will be responsible for leading the private client business in Hong Kong, ensuring the local implementation of the global private client strategy.

Main Responsibilities

  1. Client Relationship Management

Build and nurture long-term relationships with clients, positioning Ocorian as a trusted solution provider for their private wealth needs.

Service Excellence

Ensure the delivery of high-quality client service that exceeds expectations and fosters loyalty.

Market Insight and Product Development

Stay informed about market trends and industry developments to enhance our product offerings and better meet client needs.

Data-Driven 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 Advocacy

Represent and market Ocorian with credibility, both internally and externally, to enhance 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-Selling Initiatives

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

Long-term Planning

Strategically 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.

  • Head of Private Client Hong Kong

    4 days ago

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

    We help clients succeed by unlocking new value through expertise, trust and scale. At Ocorian, we deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.We're a trusted partner to over 8,000 clients globally. Our long-lasting partnerships with our clients are...

  • Ocorian Private Client Head

    4 hours ago

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

    About the RoleThis is an exciting opportunity to join a dynamic team as a leader in the Private Client business within Ocorian, Hong Kong. As a seasoned professional with experience in private wealth management, you will be responsible for executing the global Private Client strategy at the local level, driving growth and profitability while ensuring...

  • Business Development Professional for Private Enterprise Clients

    3 days ago

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

    Job DescriptionWe are seeking a skilled Business Development Professional to join our KPMG Private Enterprise team. As a key member of our team, you will be responsible for driving the strategic growth plan of our business and supporting the PE leaders in the execution of our go-to-market initiatives.About the RoleYou will act as a bridge across different...

  • Private Markets Business Developer

    4 days ago

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

    About the RoleAs a Regional Private Asset Associate, you will be responsible for supporting the team in executing the business development strategy for the region, with a focus on private market sectors (wealth manager/asset manager). You will work closely with clients and prospects to respond to RFPs, negotiate complex sales processes, and provide feedback...

  • Business Development Head/Manager

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China Levin Human Resources Development Limited Full time

    Business Development Head/Manager – Adult & Baby Diaper (HK & Greater Bay Area)6 days ago Be among the first 25 applicantsDirect message the job poster from Levin Human Resources Development LimitedResponsibilities and DutiesThe newly created position is responsible for new business development through new account penetration primarily in the enormous...

  • Private Client Advisor

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full time

    ResponsibilitiesLiaise with business units within the company and outside entities to support business development and operation.Collaborate with the team to customize private solutions for ultra-high-net-worth clients.Provide professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation.Work closely...

  • Private Client Relationship Manager

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China JS Wealth Full time

    About the CompanyJS Wealth is a pioneering multi-family office in Asia, committed to providing innovative wealth management solutions for High Net Worth Individuals and family trusts.Job SummaryWe are seeking an experienced Private Client Relationship Manager to join our team in Hong Kong SAR, who can provide exceptional client experiences through...

  • Business Development Professional

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

    Company Overview:DBS Bank (Hong Kong) Limited is a leading financial institution in Asia, offering a comprehensive range of financial services to individuals and businesses. Our Private Banking arm provides tailored wealth management solutions to high-net-worth individuals and families.About the Role:We are seeking an experienced Business Development...

  • Head of Client Service

    7 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China Ethos BeathChapman Full time

    Join a well-established Wealth Planning international advisory business as Head of Client Services in their Hong Kong Office. Your leadership experience will help steer and manage the existing team to maximise their performance and potential. Individuals with solid knowledge and relationships in the UHNW segment, do consider this opportunity to nurture...

  • Private Client Sales Advisor

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Lighthouse Paramount Limited Full time

    3 days ago Be among the first 25 applicantsLocation: Remote / Hybrid – Hong Kong, Japan, GlobalDepartment: Sales | Business Development | High-Net-Worth Client RelationsWho We AreLHP is a premier luxury advisory firm specializing in blue-chip art, high-value secondary market artworks, and exclusive real estate opportunities. Our expertise spans art...

  • Sales Leader for Private Banking in Taiwan

    3 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China ALL-STAR AGENCY Full time

    Job DescriptionWe are seeking an experienced Sales Leader to head our Private Banking team, focusing on developing relationships with high-net-worth individuals in the Taiwan market. The ideal candidate will have a strong track record of sales leadership and be able to drive business growth while maintaining excellent client relationships.Key...

  • Hong Kong Private Client Leadership Position

    6 days ago

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

    Company OverviewOcorian is a global leader in private client services, providing expertise and solutions to meet the complex challenges of high-net-worth individuals and family offices.We have a long history of delivering exceptional service, with over 8,000 clients globally and operations across 20+ countries. Our scale enables us to support our clients...

  • Private Client Relationship Manager

    7 days ago

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

    Citi's Private Client Coverage team is seeking a seasoned professional to join our ranks as a Relationship Banker. With over 200 years of experience in connecting people and communities across the globe, we offer unparalleled opportunities for growth and development.Job SummaryWe are looking for an experienced Relationship Manager to lead our client...

  • Head of Sales and Business Development

    4 days ago

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

    Job DescriptionWe are looking for a results-driven Head of Sales to lead our foreign exchange sales team. The successful candidate will develop and execute a comprehensive sales strategy, driving revenue growth and building strong relationships with clients.Key ResponsibilitiesLead the sales team to achieve performance targets and enhance client...

  • Private Wealth Manager

    6 days ago

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

    Private Market Specialist - Polymath SearchWe are working with a top-tier global financial institution in Hong Kong to identify a Private Market Specialist who can support the business development team in driving growth across the APAC region.This role requires a professional with 5-7 years of experience in the asset management industry, specifically private...

  • Head of Alternative Investment Product Management

    6 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Captar Partners Full time

    Company OverviewThis leading private bank is expanding its team to meet growing business needs. The institution offers a great working culture, remuneration package, and stability.Job ScopeAs the Head of Alternative Investment Product Management, you will be responsible for developing and implementing strategies to enhance alternative investment service...

  • Private Wealth Development Specialist

    6 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China HK Job Consulting Full time

    We are seeking a highly skilled Director / Associate Director, Private Banking to join our team at HK Job Consulting.The ideal candidate will have a proven track record in developing and executing business plans, managing client relationships, and collaborating with internal stakeholders.Responsibilities:Business Growth: Identify and capitalize on business...

  • Regional Private Markets Associate

    6 days ago

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

    Regional Private Asset Associate - Top-Tier Global Financial InstitutionWe are partnering with a leading global financial institution in Hong Kong and seeking a dynamic professional with 5-7 years of experience in the asset management industries (preferably private markets/ private assets) to join their regional sales team.Responsibilities:Support the team...

  • Head of Business Development Structured Solutions, Hong Kong

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Munich Re Full time

    Head of Business Development Structured Solutions, Hong Kong & Taiwan We are looking for a highly experienced professional to join our team as Head of Business Development Structured Solutions, Hong Kong and Taiwan, where you will drive business growth and provide actuarial expertise. The position is based in Hong Kong and reports to General Manager, Life &...

  • Regional Private Asset Consultant

    4 days ago

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

    Company OverviewPolymath Search is a premier recruitment firm specializing in the asset management industry, with a strong focus on private markets and wealth management. Our team is dedicated to providing expert recruitment services to top-tier financial institutions.Job DescriptionWe are seeking an experienced Regional Private Asset Associate to join our...