About the Client

Our client is a premier WealthTech platform specializing in sophisticated wealth data aggregation and institutional-grade insights. They empower High-Net-Worth Individuals (HNWIs), multi-family offices, and private wealth professionals to consolidate complex global portfolios into a single, actionable view.

Backed by top-tier global Venture Capitalists and prominent family offices, the firm secured significant fresh funding in 2023 and 2024. As they enter a rapid scaling phase across Asia, they are looking for a high-caliber Business Development professional to spearhead their growth in the Hong Kong market.

The Role

As a Business Development Manager, you will be the face of a cutting-edge digital wealth solution. This is not a traditional relationship management role; it is a strategic sales position that requires a deep understanding of the family office ecosystem and the ability to sell a "SaaS-meets-Wealth" value proposition. You will act as a consultant, helping sophisticated investors solve the pain points of fragmented data and manual reporting.

Key Responsibilities

• Market Expansion: Proactively identify and acquire new clients across the HNWI, Single/Multi-Family Office, and External Asset Manager (EAM) segments in Hong Kong and Greater China.

• Consultative Selling: Position the platform as a "trusted advisor" tool, providing tailored demonstrations that solve specific portfolio aggregation and analytics challenges.

• Strategic Partnerships: Establish and manage distribution channels and referral networks with private banks, law firms, and tax consultants.

• Revenue Ownership: Drive the full sales lifecycle—from lead generation and pitching to contract negotiation and closing—to meet and exceed annual recurring revenue (ARR) targets.

• Cross-Functional Collaboration: Partner with the Product, Data, and Engineering teams to feed back market requirements, ensuring the platform stays ahead of local regulatory and investment trends.

• Pipeline Management: Maintain high CRM hygiene, providing accurate sales forecasts and market intelligence reports to the regional leadership team.

Requirements

• Industry Experience: 5+ years of experience in Relationship Management or Business Development within Private Banking, Wealth Management, or Fintech/SaaS.

• Network: A proven track record and an active network within the Family Office and EAM ecosystem in Hong Kong.

• Financial Literacy: Solid understanding of multi-asset class portfolios (Equities, PE/VC, Real Estate, Crypto) and the complexities of wealth reporting.

• The "FinTech" Mindset: Tech-savvy with a passion for how automation and data analytics are transforming traditional wealth management.

• Soft Skills: Exceptional presence and communication skills, with the ability to build immediate credibility with C-suite executives and Principals.

• Languages: Native or professional fluency in English, Putonghua, and Cantonese is essential for the Hong Kong and GBA market.

• Attributes: Self-starter with an entrepreneurial "hunger," resilient in long-cycle institutional sales, and highly organized.

What’s on Offer

• Growth: The chance to join a well-funded, high-growth scale-up at a pivotal moment in their expansion.

• Culture: A dynamic, transparent, and meritocratic environment that rewards initiative and results.

• Impact: Be at the forefront of the "Digital Wealth" revolution, selling a product that is genuinely disrupting the status quo of private banking.

• Package: Competitive base salary with an aggressive, performance-linked incentive structure.