Director, Private Wealth
Causeway Bay, Hong Kong Island

Job Title

Director , Private Wealth

Business Unit

Asia Pacific, Asia Trust

Reporting to

Head of Commercial, Private Wealth, China


  • Development and implementation of the trust business strategy in conjunction with Senior Management Team
  • Decision-making at management and board meetings on client, operational, technical, risk, compliance and financial issues
  • Client Relationship Management

  • Primary 90% Wealth Planning, Trust Marketing and Sales, Trust Establishment and 10% Trust Relationship Management with existing clients
  • 25% travelling in Asia Pacific / Global required
  • Develop and maintain strong long-term key clients’ relationships, understanding their needs and expectations and ensuring they are engaged in a professional and timely manner
  • As a senior point of contact, face to face, verbal and written communication with clients, trust related parties and advisers on the most complex issues, in a professional and timely manner
  • In-depth knowledge of clients’ wealth and family circumstances being a source of informal advice for trust related parties, clients and team members while obtaining formal advice for clients where required
  • Maximize client retention
  • Trouble-shooter, identifying and rectifying problems at an early stage
  • Development of additional business with the client and their wider network, as appropriate, for wider Group
  • Financial Management

  • To deliver or exceed allocated New Business Revenue budget
  • To preserve and grow income in the team and wider business, negotiating fees as appropriate
  • Promote responsible and reasonable charging of time to clients, ensuring chargeability targets are met
  • Responsible for providing timely client information to Senior Management Team as required for management purposes
  • Risk Management / Compliance

  • Responsible for all administration, risk and compliance matters relating to the team’s administration of its clients, in accordance with the policies and procedures manual and in association with other relevant departments
  • Ensure licensed Vistra entities remain compliant with prevailing local and international legislation
  • Promote an effective AML / CFT culture as described above within the team
  • Attendance at ad hoc meetings as required. Consider and sign-off trustee decisions within agreed parameters
  • People and Operational Management

  • Coordinate subordinates in prioritising and delegating workflows and ensure effective utilisation of all staff in the team
  • Oversee and monitor any delegated work to ensure that it is handled in a timely, accurate and appropriate manner
  • To maintain own fiduciary specialist knowledge as well as knowledge of products and those of the intermediary / wealth management market in general
  • Promote the development of talent within the team by coaching and mentoring team members
  • Technical Skills

  • Ability to identify client needs and market trends
  • Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
  • Self-motivated and ability to think outside the box to solve client’s issues
  • Lead by example to supervise, motivate and develop a team
  • Strong technical knowledge of all aspects of trust and company administration including tax law
  • Relevant Experience

  • Minimum 10 years relevant working experience, preferably in professional or financial services industry
  • Previous business development experience and proven track record of meeting and exceeding sales targets
  • Memberships

  • Minimum tertiary degree preferably in law
  • STEP Diploma in International Trust Management / STEP qualified
  • Computer Skills

  • Proficiency with MS Office Suite
  • Languages

  • Professional proficiency in oral and written English and Chinese (Mandarin) is a must
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