Head of Business Development(HNW&Retail Brokerage)

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.