Job ref no.: CT3119080-01#6896

BD Director - Private Client Services | Int'l Corporate Services Firm | HK/PRC Clients

Eximius Hong Kong Limited


  • Manage key client portfolio, manage relationship with high net worth clients
  • Maintain and build close relationships with clients and intermediaries
  • Able to work closely with the Trustee Services Team and other stakeholders 
  • Drive the initiatives with Managing Director to establish intermediate relationships network in Hong Kong and Asia Pacific
  • Support Trust Manager to drive initiatives and activities (e.g. sports events, cocktails, etc.) to develop/ maintain/ strengthen relationships with key clients and intermediaries
  • Understand the market trends and regulatory changes from time to time and with timely feedback to our clients and keep update the trends to Trustee Team
  • Coach the team members to strengthen the relationships with clients and intermediaries to achieve departmental targets
  • Develop new business across multiple products and services
  • Manage all aspects of sourcing and developing new relationships in order to expand our private client group
  • Ensure the provision of an efficient and quality services, liaising with clients, agencies and professional advisers as required in accordance with legislation
  • Ensure that new client business allocated to the job holder is thoroughly researched and that the clients’ requirements are understood
  • Attend meetings with clients and professional intermediaries both locally and in other locations



  • Degree in business related discipline, or demonstrate equivalent relevant experience
  • Completed relevant professional qualification: ICSA / STEP / ACCA or Law
  • Over 12 years with sales leader experience
  • Strong experience preferably in financial institutions, trust companies or professional firms
  • In depth experience in sales of financial products and services
  • Excellent command of written and spoken English and Mandarin
  • Proactive, result-oriented with excellent interpersonal skills
  • Strong business acumen
  • Good connection with clients and professional intermediaries

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More job information
Job ref no. CT3119080-01#6896
  • N/A
Job Function
  • Wanchai
Employment Term
  • Permanent
  • Full-time
  • 12 years - 18 years
Career Level
  • Senior management level
  • Degree