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Business Development Director - Private Wealth, Greater China

IQ-EQ · 111 Connaught Road Central

New
Senior 🇬🇧 English
MS Excel Word PowerPoint

Job description

About the role

IQ-EQ, a global investor services group serving investment managers, asset owners and businesses with administration, compliance, governance, data and reporting, is strengthening its commercial presence in Greater China. It is looking for an experienced Business Development Director to lead growth in the Private Wealth sector, selling directly to Family Offices, Multi-Family Offices, institutions and high-net-worth individuals, in close collaboration with the Asia leadership team.

Key responsibilities

  • Identify new prospects through targeted research and sourcing, and build a quality pipeline across Mainland China, Hong Kong, Taiwan and other key markets
  • Research, contact and qualify leads to support business trip planning for the Greater China Sales leadership team
  • Engage prospects through calls, meetings, events and written communication, and prepare tailored fee proposals
  • Support RFPs, RFIs and client documentation requests, prepare call reports, follow up actions and measure sales KPIs
  • Research industry, clients and competitors, maintain a client database and recommend tactical improvements
  • Collaborate with regional and global sales colleagues on cross-selling and process improvement

Required profile

  • Bachelor's degree; postgraduate qualifications an advantage
  • 8-12+ years in a senior business development or commercial role in Private Wealth, Fund Administration, Asset Management or Financial Services
  • Proven track record of originating, managing and closing business in Greater China
  • Fluent English and Mandarin; Cantonese an advantage
  • Advantageous: strong knowledge of the Greater China private wealth landscape

Required skills

  • Understanding of private wealth solutions, trust structures and corporate entities
  • Private trust planning and setup experience highly desirable
  • Knowledge of closed-ended and open-ended fund structures, including private equity and hedge funds
  • Excellent written communication and proposal writing, and strong MS Excel, Word and PowerPoint skills

What we offer

  • Remuneration and pension packages based on market rates, proportional to qualifications and experience
  • Wellbeing benefits such as private health and dental cover and life assurance
  • 25 days paid annual leave plus statutory public holidays, maternity, paternity and education leave
  • Flexible working arrangements available

Questions fréquentes

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Published 5 hours ago

Expires 1 month from now

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IQ-EQ

111 Connaught Road Central