Director of Family Office Business Development

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Director of Family Office Business Development

Job Responsibilities

• Based on market dynamics and customer needs, develop various cooperation channels, including but not limited to insurance, immigration, studying abroad, high-end medical care, financial management, real estate, etc., promote core businesses such as family and personal wealth management, asset allocation, tax planning, and achieve performance goals;
• Lead the development, docking and maintenance of high-net-worth customers, deeply understand their wealth management goals and family needs, and tailor personalized solutions to help customers achieve steady asset appreciation and inheritance;
• Develop a comprehensive agent channel development strategy and a high-quality agent cooperation network, and successfully develop customer resources;
• Provide agents with professional systems for the products, service concepts and business processes of family offices.
• Pay attention to market trends, competitors and changes in industry policies and regulations, and provide timely feedback on relevant information to provide a strong basis for family office product innovation, service optimization and market decision-making;
• Analyze global wealth management trends and explore the deep needs of family clients in investment, insurance, taxation, estate planning, charity and other fields;
• Formulate and implement the annual business development plan of the family office, expand new customers and deepen existing customer relationships;
• Coordinate investment, legal and tax teams to provide customers with cross-domain comprehensive solutions (such as cross-border asset allocation, family governance, etc.).

Job requirements

• Finance, economics, management and other related majors. Priority will be given to those who have successfully served high-net-worth clients in the financial industry, family offices, insurance, private banking, wealth management and other fields;
• More than 3 years of focus on agent channel development and management, familiar with the agent channel operation model in the Hong Kong market, and have successful channel development and team management cases;
• Possess solid financial knowledge and be familiar with various financial products, such as private banking products, investment and financial management, family trusts, etc.; be proficient in asset allocation, investment management, tax planning, family trusts and other businesses, and have excellent program design and execution capabilities;
• Familiar with Hong Kong's financial regulatory policies and regulations, have rich personal connections in the fields of finance and wealth management, and can quickly and effectively expand agent channels;
• Possess excellent communication and coordination and multilingual skills, be able to communicate effectively with agents from different backgrounds, and accurately convey the business requirements and cooperation intentions of family offices.