Business Development Director (Private Wealth), Greater China at IQ-EQ

Pudong, Shanghai, China -

Full Time

Start Date

Immediate

Expiry Date

29 Apr, 26

Salary

0.0

Posted On

30 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Business Development, Sales, Client Acquisition, Communication Skills, Relationship Building, Market Intelligence, Organizational Skills, Attention to Detail, Private Wealth Solutions, Trust Structures, Proposal Writing, Research Skills, Team Collaboration, Fluency in Mandarin, Fluency in English, Interpersonal Skills

Industry

Financial Services

Description

Company Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description IQ‑EQ is strengthening its commercial presence across Greater China and is seeking an experienced Business Development Director to lead strategic growth initiatives within the Private Wealth sector. This senior role focuses on direct selling and cross‑selling our suite of services to Family Offices, Multi‑Family Offices, institutions, and high‑net‑worth individuals, while working closely with our Asia leadership team. As a key member of the regional commercial function, you will drive revenue growth, build deep market relationships, and represent IQ‑EQ as a trusted advisor in one of our most important markets. Business Development and Lead Generation Identify new business prospects through targeted research and innovative sourcing methods aligned with the regional strategy. Build and maintain a high‑quality pipeline across Mainland China, Hong Kong, Taiwan, and other key markets. Research, contact, and qualify potential leads to support effective business trip planning for the Greater China Sales leadership team. Client Engagement and Relationship Building Engage prospective clients through calls, meetings, events, and written communication. Develop a strong understanding of client business models and requirements to prepare accurate and tailored fee proposals. Maintain ongoing communication and relationship management with prospects throughout the pre‑engagement phase. Sales Support and Coordination Support RFPs, RFIs, and client‑related documentation requests. Prepare call reports, follow up on actions, and ensure accurate record‑keeping in internal systems. Measure and report on key sales performance indicators. Market Intelligence Conduct extensive industry, client, and competitor research, including due diligence where required. Maintain an up‑to‑date database of potential clients and market insights. Monitor competitor activity and provide recommendations for tactical improvements. Collaboration and Internal Contribution Work closely with regional and global sales colleagues to support cross‑selling opportunities. Assist team members in winning new business and contribute to process improvement initiatives within the Global Sales Team. Represent IQ‑EQ professionally at all times. What We’re Looking For Experience in business development, sales, or client acquisition within financial services, private wealth, family office services, or professional services. Strong communication skills in English and Mandarin. Ability to engage confidently with senior stakeholders including UHNWIs, family offices, and institutional clients. A proactive, research‑driven approach with strong attention to detail and follow‑through. Strong organisational skills and the ability to manage multiple opportunities simultaneously. A strong understanding of the Greater China private wealth landscape is an advantage. Qualifications Experience & Qualifications Bachelor’s degree; postgraduate qualifications are an advantage. 8–12+ years’ experience in a senior business development or commercial role within Private Wealth, Fund Administration, Asset Management, or broader Financial Services. Proven track record of originating, managing, and closing business within the Greater China market Technical Knowledge Strong understanding of private wealth solutions, trust structures, and corporate entities. Experience with Private Trust planning and setup is highly desirable. Preferably knowledgeable in closed‑ended and open‑ended fund structures, including private equity and hedge funds. Excellent written communication and proposal‑writing skills, with strong proficiency in MS Excel, Word, and PowerPoint. Skills & Attributes Ability to engage confidently with senior stakeholders, UHNWIs, and institutional clients. Highly self‑motivated, commercially minded, and able to work with minimal supervision. Strong organisational and interpersonal skills, with the ability to manage multiple opportunities. Fluent in Mandarin and English; Cantonese is an advantage. Additional Information Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning. Department: Business Development & Sales Type of Hire: Permanent

Responsibilities

The Business Development Director will lead strategic growth initiatives within the Private Wealth sector, focusing on direct selling and cross-selling services to Family Offices and high-net-worth individuals. This role involves building market relationships and driving revenue growth while collaborating with the Asia leadership team.