Job ref no.: 51825WD/CT201902 (CT3118548-01#0035)

Asset Wealth Management - Business Development - Financial Services - Assurance - HK



The role is based in the business development team but involves working closely with the firm’s Asset Wealth Management sector leader and the global relationship partner on one of the firm’s iconic  Asset Wealth Management  clients to help develop client relationships, identify opportunities and maximise revenue.

There are two main dimensions to the role:

1) Account management (50% of time)

This will include working with the client’s global relationship partner to build, manage and co-ordinate relationships with one of the firm’s clients to identify and qualify new business opportunities that can be followed up appropriate members of the account team, as well as ensuring that the client is receiving the highest level of service across the region.

2) Asset Wealth Management programme management (50% of time)

This will involve working with partners and staff to coach them on building their business relationships, building networks within the firm to ensure the right expertise is brought together to meet clients’ needs, and also working closely with the AWM sector leader determine the team’s areas of market focus and business development activity.

Objective/key responsibilities:
Account management activity

  • Works with global relationship partner and other partners/staff on the account team to build relationships with client stakeholders through establishing contact, arranging and participating in meetings;
  • Works with the account administrator to ensure account infrastructure is in place and functioning appropriately – e.g. account team meetings; opportunity tracking and revenue reporting; client events/regular touch points; follow up on opportunities;
  • Follows up on opportunities with clients to ensure proposals are submitted on time; appropriate expertise is being deployed and deadlines are being met;
  • Acts as a central point of contact for the account team in HK and across the region; supports effective communication across the account team regionally – e.g. through developing account communications; ensuring information is shared Manages ongoing client feedback process;
  • Designs/manages delivery of the annual global client planning workshop.

Key relationships/stakeholders:

  • Global Relationship Partner;
  • HK AWM Sector Leader;
  • AWM Partners and Teams;
  • Business Development Team;
  • Global account teams.

Reporting to:

Financial Services Business Development Team Leader, dotted line to the firm’s AWM sector leader and global relationship partner for client management work. Coaches an account administrator.



Mandatory experience and skills:


  • Educated to at least degree level.

Working experience

  • Understand of the Asset Wealth Management industry;
  • Understand of effective account/relationship management/opportunity management processes;
  • At least 10 years work experience;

Personal characteristics/capabilities

  • Fluent English (speaking, reading and writing);
  • Outgoing personality with well-developed social and persuasive skills;
  • Flexible and adaptable;
  • Resilient and self-motivated;
  • Team player;
  • Curiosity and hunger to learn – interest in building their understanding of the firm and its services, and in building their career in the region’s – and the world’s – largest professional services firm.

Nice to have

  • Existing network of contacts that can be leveraged;
  • Understanding of professional services firms (either through experience of working in one or by being a client of one);
  • Cantonese language skills;
  • Understanding of PwC.

More job information
Job ref no. 51825WD/CT201902 (CT3118548-01#0035)
  • N/A
Job Function
Employment Term
  • Full-time
  • 10 years - 15 years
Career Level
  • Middle management level
  • Degree