InvestHK is looking for a passionate, high-calibre, result-oriented professional to join the Global Family Office Team in Hong Kong as Senior Vice President, 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)ability to be discreet and respectful of UHNWIs' privacy and 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.

• (a)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.