about the company.
Our client is a prominent, well-capitalised financial services institution with an extensive international presence and a powerful mainland parentage. Delivering a comprehensive suite of wealth management, institutional brokerage, and asset management solutions, they maintain a strong regional market standing. They offer a stable, high-calibre operating platform where strategic leaders can drive long-term business transformation and enjoy exceptional executive visibility.
about the team.
The Corporate Strategy department is an elite executive advisory unit collaborating directly with the Board of Directors, Chief Executive Officer, and business line heads. You will lead an agile, high-calibre team of strategy professionals focused on commercial growth, corporate partnerships, and operational efficiency. The team culture values analytical rigour, entrepreneurial thinking, cross-functional collaboration, and strategic excellence.
about the job.
- Formulate and implement comprehensive corporate strategies to accelerate the expansion and profitability of the wealth management business unit.
- Lead strategic market research, competitive benchmarking, and macroeconomic analysis to identify emerging wealth management opportunities across Hong Kong and the GBA.
- Evaluate and execute strategic growth initiatives, including corporate partnerships, joint ventures, and new business licence applications under SFC frameworks.
- Collaborate with wealth management sales heads and product specialists to drive client acquisition models and promote Cross-Boundary Wealth Management Connect initiatives.
- Prepare executive board presentations, five-year strategic roadmaps, and business plan reviews for regional C-suite management and group executive committees.
- Drive digital transformation and operational optimisation programmes to modernise wealth management client journeys and advisory platforms.
skills & experience required.
- Bachelor’s degree in Business Administration, Finance, Economics, or a related discipline; an MBA or relevant master’s degree is highly advantageous.
- Minimum 15 years of experience in corporate strategy, strategic planning, or management consulting within a wealth management firm, private bank, securities house, or top-tier consulting practice.
- In-depth understanding of the Hong Kong wealth management landscape, private client segments, and SFC regulatory environments.
- Proven track record of developing actionable business growth strategies and leading cross-functional strategic projects to successful execution.
- Outstanding executive communication, commercial acumen, and stakeholder management capabilities, with demonstrated success partnering with senior leadership.
- Fluency in English and Mandarin is mandatory to communicate effectively with regional executives and mainland parent group stakeholders; Cantonese proficiency is an advantage.
If you are interested in this role, please click 'Apply Now' or send your CV directly to Marco.li@randstad.com.hk.
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