Team Head – Family Office & Trust

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