Team Head – Family Office & Trust

Delta Asia Financial Group

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

To lead and expand the family office and trust business, with a focus on ultra-high-net-worth (UHNW) clients. This role will drive cross-border wealth solutions, trust structuring, and family governance advisory, while ensuring compliance with all regulatory guidelines and requirements set by respective regulatory bodies.

Responsibilities

Business Development

  • Develop and execute the business strategy for family office and trust services
  • Identify and onboard new UHNW client relationships
  • Expand the Group's market share in wealth structuring solutions

Client Solutions

  • Design and implement customized trust structures for asset protection and succession planning
  • Develop family governance frameworks for multi-generational wealth transfer
  • Collaborate with external family offices, trust companies, law firms, and tax advisors to deliver Trust & Family Office solutions and assist in executing due diligence
  • Serve as the primary advisor for top-tier clients in client advisory & retention

Team Leadership

  • Recruit and develop a high-performing team of trust specialists and advisors
  • Establish training programs to build internal capabilities
  • Foster collaboration across private banking, legal and compliance teams


Requirements

  • Degree holder or above in Accounting, Finance, or Business-related discipline
  • 10+ years of relevant experience with demonstrated success in the development and administration of family office/trust business
  • Proven track record in Greater China UHNW client acquisition is preferable
  • Deep expertise in the Greater China wealth management landscape is preferable
  • Strong network of UHNW relationships in the region
  • Strong negotiation and stakeholder management (e.g., regulators, family offices)
  • Fluent in English, Mandarin, and Cantonese
  • Travel to Macau / China is required
更多工作資料
薪酬 薪金面議
待遇
  • 五天工作週
  • 生日假
  • 恩恤假
  • 豐厚薪酬
  • 教育津貼
  • 考試假
  • 家屬醫療計劃
  • 家庭友善假
  • 婚假
  • 醫療計劃
  • 特別/額外事假
工種
  • 銀行 · 金融服務 - 私人銀行服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 灣仔
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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