Strategy & Projects Lead, Wealth Management

HNW / UHNW, Wealth Management Related Strategy & Transformation
Insurance Wealth Management, International Brokers, Bancassurance and / or Private Banking with Insurance Exposure
Level of appointment is equivalent to Associate Director, junior Director level

The position is open to overseas applicants willing to relocate to Hong Kong.
Our client is a leading international wealth management group with a strong growth agenda across Asia, offering a diverse range of products spanning life insurance, retirement solutions, wealth and asset management. As the business accelerates its presence in the Wealth Management space, it is seeking a strategic professional to shape Wealth Management growth, enhance market performance, oversee cross-border initiatives, and support international expansion in key growth markets.
The key responsibilities for this position are as follows:

Take lead as an individual contributor within a team of seasoned Strategy & Transformation professionals to drive the design and execution of priorities across the Wealth business strategies and business growth, targeting HNW / UHNW / Private Banking customer segment for legacy planning, protection solutions, and wealth transfer.
Develop and execute the Wealth growth strategy, establish key performance metrics, monitor business performance, and conduct ongoing market assessments to identify strategic opportunities across priority markets.
Lead market expansion initiatives, including opportunity evaluation, market entry planning, licensing requirements, entity establishment, and operational readiness across international jurisdictions.
Serve as a project lead when driving execution of strategic initiatives, overseeing programme governance, and coordinating senior leadership engagement through steering committees and management forums across multiple markets.
Design and implement cross-border referral capabilities, partnering with distribution, product, marketing, legal, and compliance teams to establish scalable operating models, governance frameworks, and quality assurance processes.
Partner closely with Product Development, Marketing, Finance and Actuarial teams to enhance commercial performance, optimize capital deployment, strengthen product economics, and refine incentive structures across the region.
Coordinate regulatory engagement and governance activities across multiple jurisdictions, supporting management reporting, stakeholder communications, and regulatory submissions as required.

Successful applicants will have the following skills and experience:

Minimum 10+ years relevant experience in Insurance, Bancassurance, Private Banks or International Brokers specializing in HNW / UHNW, Wealth Management segment
Specialization in strategy, products, propositions and / or partnership business development and engagement
Expertise in life insurance, HNW wealth protection, legacy planning and cross‑border structures
Good knowledge of HNW / wealth insurance product mechanics, pricing advantage, operating models, customer needs
Markets exposure to China, Hong Kong, Singapore, Bermuda would be advantageous
Demonstrated expertise in project leadership, strategic planning and cross-functional execution
Excellent communication skills with fluency in English