Position Overview

We are seeking an ambitious, results-driven Head of Business Development to spearhead our high-net-worth (HNW) retail brokerage expansion. This is a newly created, strategic leadership role designed to capture significant market share across both the Hong Kong local market and the Chinese cross-border segment.

In this dual-focus role, you will leverage your existing book of HNW clients to immediately drive AUM and retail brokerage volume, while taking full ownership of our long-term growth strategy—including product development, service offerings, and building/leading a high-performing relationship management team.

Key Responsibilities

• Client Acquisition & Book Migration:

  • Bring over an established, active portfolio of HNW clients from the retail banking sector to jumpstart our brokerage and wealth management platform.

  • Actively source, pitch, and onboard high-net-worth retail and cross-border clients (including Mainland Chinese clients utilizing cross-border channels).

• Strategic Business Development:

  • Formulate and execute comprehensive business development strategies to rapidly scale our retail brokerage and wealth management footprint in Hong Kong and the Greater Bay Area.

  • Identify market trends, client demands, and competitive edges to expand our market share.

• Product Innovation:

  • Conceptualize, evaluate, and collaborate with internal product and tech teams to develop innovative brokerage, investment, and wealth management products tailored to HNW retail investors.

• Team Building & Talent Acquisition:

  • Design and execute a robust recruitment plan to build a premier relationship management and sales team.

  • Mentor, coach, and lead sales professionals to meet and exceed aggressive performance metrics and KPIs.

Key Requirements

• Experience: Minimum 8 to 12+ years of extensive experience in retail banking, wealth management, or securities brokerage, currently or recently operating in a Senior Premier Relationship Manager (RM) or equivalent HNW-focused role.

• Client Portfolio: A proven, verifiable track record of managing and migrating a substantial book of HNW clients with active trading and investment portfolios.

• Target Audience Expertise: Deep familiarity with the servicing needs, investment behaviors, and compliance requirements of both Hong Kong local HNW clients and Chinese cross-border clients.

• Leadership & Vision: Demonstrated leadership capabilities with experience in strategic planning, product ideation, and building/scaling sales teams from the ground up.

• Regulatory Knowledge: Sound understanding of SFC regulations, HKMA guidelines, and relevant AML/KYC compliance frameworks for cross-border and local retail brokerage operations.

• Languages: Fluency in Cantonese, Mandarin, and English is essential.

What We Offer

• Competitive Compensation: Generous base salary coupled with high-earning potential performance bonuses tied to AUM and revenue generation.

• Strategic Impact: A rare leadership opportunity to shape the trajectory of a major retail brokerage initiative backed by industry leaders.

• Dynamic Environment: An innovative culture that blends traditional financial expertise with cutting-edge digital banking and securities infrastructure.