投資推廣署
高級副總裁(家族辦公室)(參考編號:SVP/02/2023))
Senior Vice President, Family Office(Ref: SVP/02/2023)
港幣75,620元
職責
投資推廣署現正物色充滿熱忱、以結果為本的優秀專才,加入香港的環球家族辦公室團隊,擔任高級副總裁(家族辦公室)的職位。你將發揮業務發展、客戶服務及管理的技巧,力求物色潛在客戶,並推動以客為本的計劃,以吸納新客戶、挽留現有客戶、提升客戶體驗為目標。如果你希望為香港成為全球領先的家族辦公室樞紐出一分力,擔任此職位可讓你協助海外及內地的家族辦公室在香港設立及擴展業務,從而實現此項由行政長官在2022年施政報告內提出的重要政策。
職位
你將向環球主管(家族辦公室)匯報工作,並須達成你轄下團隊的整體績效指標及其他目標。你將與各方緊密合作(包括香港、內地及海外的家族辦公室團隊、投資推廣署總部的其他行業團隊,以及設於33個城市的環球網絡),以創造協同效應。
要勝任以上職位,你須:
(a) 在以下方面具備良好往績記錄:業務發展、物色潛在客戶,及與超高淨值人士或家族辦公室建立良好關係;
(b) 具備吸納客戶及獨立管理客戶關係的豐富經驗,並為客戶提供解決方案,照顧客戶需要及協助客戶解決問題;
(c) 積極主動、具備目標為本的領導能力、能在複雜情況下洞察全局並有效地解決問題;
(d) 具備良好表達及公開演講技巧,以代表投資推廣署於家族辦公室的相關活動發言;
(e) 處事謹慎,尊重超高淨值人士的私隱,使客戶有信心委託你處理他們的查詢及解決其問題;
(f) 具備管理多個聯絡點及快速回應市場走勢變動的能力;
(g) 具備在跨文化環境工作的能力,以及回應超高淨值人士/家族辦公室需要的經驗;
(h) 具備與內部及外部持份者於項目管理、客戶支援及市場推廣項目方面的合作經驗;
(i) 既能在壓力下獨立完成工作目標,亦能發揮團隊精神;以及
(j) 願意前往內地及外地公幹。
職責
(a) 吸引及協助目標家族辦公室客戶來港開設及擴展業務,並為客戶提供優質服務及支援,包括及時與持份者接洽,跟進他們的查詢及協助解決其問題;
(b) 領導團隊及管理客戶,在既定時限內達到不同目標及指標;
(c) 與行業伙伴、政府機構及相關組織協調,帶領及/或參與各類推廣活動,例如圓桌會議、研討會、贊助活動及職務訪問,藉此推廣香港成為全球的家族辦公室樞紐,以及通過這些活動拓展市場及物色目標家族辦公室;
(d) 在目標家族辦公室市場物色潛在客戶,並擬備這些活動的最新資訊,包括進度、目標、在系統中輸入資料,以跟進達成績效指標的進展;
(e) 與家族辦公室團隊緊密合作,培訓及指導經驗較淺的團隊成員,並持續緊貼相關發展及市場走勢,以了解及滿足家族辦公室客戶的需要;以及
(f) 收集市場信息及與市場推廣公司合作,更新網站資訊、宣傳冊及其他宣傳品,以加強市場推廣。
職位
你將向環球主管(家族辦公室)匯報工作,並須達成你轄下團隊的整體績效指標及其他目標。你將與各方緊密合作(包括香港、內地及海外的家族辦公室團隊、投資推廣署總部的其他行業團隊,以及設於33個城市的環球網絡),以創造協同效應。
要勝任以上職位,你須:
(a) 在以下方面具備良好往績記錄:業務發展、物色潛在客戶,及與超高淨值人士或家族辦公室建立良好關係;
(b) 具備吸納客戶及獨立管理客戶關係的豐富經驗,並為客戶提供解決方案,照顧客戶需要及協助客戶解決問題;
(c) 積極主動、具備目標為本的領導能力、能在複雜情況下洞察全局並有效地解決問題;
(d) 具備良好表達及公開演講技巧,以代表投資推廣署於家族辦公室的相關活動發言;
(e) 處事謹慎,尊重超高淨值人士的私隱,使客戶有信心委託你處理他們的查詢及解決其問題;
(f) 具備管理多個聯絡點及快速回應市場走勢變動的能力;
(g) 具備在跨文化環境工作的能力,以及回應超高淨值人士/家族辦公室需要的經驗;
(h) 具備與內部及外部持份者於項目管理、客戶支援及市場推廣項目方面的合作經驗;
(i) 既能在壓力下獨立完成工作目標,亦能發揮團隊精神;以及
(j) 願意前往內地及外地公幹。
職責
(a) 吸引及協助目標家族辦公室客戶來港開設及擴展業務,並為客戶提供優質服務及支援,包括及時與持份者接洽,跟進他們的查詢及協助解決其問題;
(b) 領導團隊及管理客戶,在既定時限內達到不同目標及指標;
(c) 與行業伙伴、政府機構及相關組織協調,帶領及/或參與各類推廣活動,例如圓桌會議、研討會、贊助活動及職務訪問,藉此推廣香港成為全球的家族辦公室樞紐,以及通過這些活動拓展市場及物色目標家族辦公室;
(d) 在目標家族辦公室市場物色潛在客戶,並擬備這些活動的最新資訊,包括進度、目標、在系統中輸入資料,以跟進達成績效指標的進展;
(e) 與家族辦公室團隊緊密合作,培訓及指導經驗較淺的團隊成員,並持續緊貼相關發展及市場走勢,以了解及滿足家族辦公室客戶的需要;以及
(f) 收集市場信息及與市場推廣公司合作,更新網站資訊、宣傳冊及其他宣傳品,以加強市場推廣。
InvestHK is looking for passionate, high-calibre, result-oriented professionals to join the Global Family Office Team in Hong Kong as Senior Vice Presidents, Family Office. In this exciting role, you will need to deploy your business development, client servicing and account management skills to make an impact in generating leads and drive client-centric initiatives around customer acquisition, retention and client experience. If you are driven to help make Hong Kong a leading global hub for family offices (“FOs”), a key policy in the Chief Executive’s 2022 Policy Address, this role represents a unique opportunity to help FOs from overseas and the Mainland set up and expand their presence in Hong Kong.
The Role
Reporting to the Global Head, Family Office, you will be responsible to contribute to your team’s overall key performance indicators (“KPIs”) and objectives. You will work closely with other Family Office Team members in Hong Kong, in the Mainland and overseas and collaborate with and leverage other sector teams at InvestHK Headquarters, as well as our global network in 33 cities around the world.
You will need to demonstrate:
(a) strong track record of business development, generating leads and successfully managing relationships with Ultra-High-Net-Worth-Individuals (UHNWIs) or FOs;
(b) rich experience in client acquisition, managing client relationships independently and providing solutions to address clients’ needs and issues;
(c) self-motivation, purpose-driven leadership skills, the ability to see the big picture from complex situations and solve problems effectively;
(d) good presentation and public speaking skills to represent InvestHK to speak at different FO related activities;
(e) the ability to be discreet and respectful of UHNWIs' privacy and the ability for them to entrust you in handling their queries and issues;
(f) ability to manage multiple touchpoints and respond quickly to changes in priorities;
(g) ability to work in cross-cultural environment and experience in managing needs and dealing with demanding requests from UHNWIs and/or FOs;
(h) previous experience in collaborating with both internal and external stakeholders on event management, client support and outreach programmes;
(i) ability to work independently under pressure to meet performance targets and as a team player; and
(j) willingness to conduct Mainland and international travel.
Duties
(a) To engage and facilitate target FOs in setting up or expanding their FOs in Hong Kong and deliver high quality services and support, including timely engagement with stakeholders in responding to their enquiries and helping them solve issues arisen;
(b) To lead and manage client accounts towards achieving goals and targets within a set timeframe;
(c) To co-ordinate with industry partners, government bodies and other relevant parties to lead and/or participate in promotional activities/events such as round-tables, seminars, sponsored events and duty visits to promote Hong Kong to be a global hub of FOs, and through these activities/events to outreach the markets and identify target FOs;
(d) To generate new leads into the pipeline of target FOs and produce updated information of the activities, including status, targets, feedback in the system to track the KPIs;
(e) To work collaboratively with the Family Office Team and to train and guide less experienced team members, as well as constantly update on latest relevant developments and market trends to identify and service client needs with respect to FOs; and
(f) To collect market feedback and work with marketing agencies to update the latest information stored in the dedicated website, pitchbook, and marketing materials to enhance market outreach.
The Role
Reporting to the Global Head, Family Office, you will be responsible to contribute to your team’s overall key performance indicators (“KPIs”) and objectives. You will work closely with other Family Office Team members in Hong Kong, in the Mainland and overseas and collaborate with and leverage other sector teams at InvestHK Headquarters, as well as our global network in 33 cities around the world.
You will need to demonstrate:
(a) strong track record of business development, generating leads and successfully managing relationships with Ultra-High-Net-Worth-Individuals (UHNWIs) or FOs;
(b) rich experience in client acquisition, managing client relationships independently and providing solutions to address clients’ needs and issues;
(c) self-motivation, purpose-driven leadership skills, the ability to see the big picture from complex situations and solve problems effectively;
(d) good presentation and public speaking skills to represent InvestHK to speak at different FO related activities;
(e) the ability to be discreet and respectful of UHNWIs' privacy and the ability for them to entrust you in handling their queries and issues;
(f) ability to manage multiple touchpoints and respond quickly to changes in priorities;
(g) ability to work in cross-cultural environment and experience in managing needs and dealing with demanding requests from UHNWIs and/or FOs;
(h) previous experience in collaborating with both internal and external stakeholders on event management, client support and outreach programmes;
(i) ability to work independently under pressure to meet performance targets and as a team player; and
(j) willingness to conduct Mainland and international travel.
Duties
(a) To engage and facilitate target FOs in setting up or expanding their FOs in Hong Kong and deliver high quality services and support, including timely engagement with stakeholders in responding to their enquiries and helping them solve issues arisen;
(b) To lead and manage client accounts towards achieving goals and targets within a set timeframe;
(c) To co-ordinate with industry partners, government bodies and other relevant parties to lead and/or participate in promotional activities/events such as round-tables, seminars, sponsored events and duty visits to promote Hong Kong to be a global hub of FOs, and through these activities/events to outreach the markets and identify target FOs;
(d) To generate new leads into the pipeline of target FOs and produce updated information of the activities, including status, targets, feedback in the system to track the KPIs;
(e) To work collaboratively with the Family Office Team and to train and guide less experienced team members, as well as constantly update on latest relevant developments and market trends to identify and service client needs with respect to FOs; and
(f) To collect market feedback and work with marketing agencies to update the latest information stored in the dedicated website, pitchbook, and marketing materials to enhance market outreach.
入職條件
(a) 具備最少六年在金融服務或專業服務取得的相關全職工作經驗,而該等經驗須為超高淨值人士及/或家族辦公室提供服務/支援,在私人銀行,外部資產管理及/或家族辦公室(單一及/或多家族辦公室)取得的經驗更佳;
(b) 持有香港任何一所大學所頒授的學士學位,或具同等學歷;持有工商管理、財務/金融、經濟、法律、會計或市場推廣的深造學位更佳;以及
(c) 必須操流利英語、廣東話及普通話。通曉一種或多種主要目標市場(即東盟、中東及歐洲)語言更佳。
(b) 持有香港任何一所大學所頒授的學士學位,或具同等學歷;持有工商管理、財務/金融、經濟、法律、會計或市場推廣的深造學位更佳;以及
(c) 必須操流利英語、廣東話及普通話。通曉一種或多種主要目標市場(即東盟、中東及歐洲)語言更佳。
(a) Minimum six years of relevant full-time work experience in serving/supporting UHNWIs and/or FOs gained in financial/professional services (preferably private banking, external asset management and/or FOs (single and/or multi-family offices));
(b) A Bachelor's degree from a Hong Kong university or equivalent; a higher degree in Business Administration, Finance, Economics, Law, Accounting or Marketing would be an advantage; and
(c) Fluency in English, Cantonese and Putonghua is a must. Fluency in one or more of the languages of the key target markets (i.e. ASEAN, Middle East, Europe) would be an advantage.
(b) A Bachelor's degree from a Hong Kong university or equivalent; a higher degree in Business Administration, Finance, Economics, Law, Accounting or Marketing would be an advantage; and
(c) Fluency in English, Cantonese and Putonghua is a must. Fluency in one or more of the languages of the key target markets (i.e. ASEAN, Middle East, Europe) would be an advantage.