I

IQ-EQ

Global investor services for funds

Business Development Director

Account ExecutiveConfirmed live in the last 24 hours
Full-timeHong KongNo salary listed

About the Job

Requirements

  • 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.
  • A 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.
  • Strong understanding of private wealth solutions, trust structures, and corporate entities.
  • Strong written communication and proposal-writing skills, with proficiency in Microsoft Excel, Word, and PowerPoint.
  • Ability to engage confidently with senior stakeholders, UHNWIs, and institutional clients.
  • Ability to work with minimal supervision.
  • Strong organisational and interpersonal skills, with the ability to manage multiple opportunities.
  • Fluency in Mandarin and English.

Responsibilities

  • 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.
  • Engage prospective clients through calls, meetings, events, and written communication.
  • Develop an 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.
  • Support requests for proposals, requests for information, 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.
  • Conduct 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.
  • 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.

Desired Qualifications

  • Experience with private trust planning and setup is highly desirable.
  • Knowledge of closed-ended and open-ended fund structures, including private equity and hedge funds, is preferred.
  • Cantonese is an advantage.

About the Company

IQ-EQ

Global investor services for funds

IQ-EQ provides investor services to fund managers, multinational companies, family offices and private clients. It combines a global team of 3,600+ people across 24 jurisdictions with deep knowledge of clients’ needs to deliver tailored support. The company supports clients worldwide by pairing technical expertise with hands-on understanding of each client’s goals, helping with administration, governance and related investor services. What sets IQ-EQ apart is its global reach paired with a strong client-centric approach, offering consistent service across markets and sectors. Its goal is to help clients manage and grow their investments by providing specialized, locally informed, globally coordinated investor services.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Luxembourg
Founded
1896

Recently Posted Jobs

Explore more opportunities at IQ-EQ

See more jobs