Description
Join Hamilton Lane, a global leader in private markets, as we scale to meet the demands of our growing client base. Here, you’ll work with ambitious, high‑performing teams built on integrity, candor and collaboration, backed by our market-leading data and technology. We invest heavily in our people and our partners, giving you the platform to enrich lives, safeguard futures and grow your career.
Hamilton Lane is seeking a Principal, Client Solutions, Private Wealth who will lead business development and prospecting in Hong Kong and Taiwan with a primary focus on private banks, bank intermediaries and other wealth platforms. This role will be based in Hong Kong and will be part of the APAC Client Solutions team, with a focus on offering best-in-class investment solutions from Hamilton Lane’s Wealth Solutions platform to our investors. The candidate will also support the firm’s sales and marketing efforts in the region through the preparation of questionnaires, presentations and other materials for prospective and existing clients.
Responsibilities
- Drive new business development and deepen client relationships across private banks, bank intermediaries and other wealth platforms in the region.
- Lead the full sales cycle from prospect identification and qualification through onboarding and ongoing client portfolio development.
- Develop and execute territory and account plans to grow Hamilton Lane’s private wealth footprint in Hong Kong and Taiwan.
- Maintain and actively manage sales activities and new business pipeline in CRM, ensuring data integrity and timely updates.
- Act as a senior point of contact for various sales- and client-related activities across the region.
- Manage the coordination of presentations and meetings with prospective and existing clients, including agenda setting, preparation of materials and follow-up.
- Represent Hamilton Lane in prospect and client meetings, leading discussions, taking notes and ensuring clear and timely follow-ups.
- Lead and manage responses to RFPs in conjunction with the RFP/Content Team, taking ownership for the delivery of timely, accurate and high-quality submissions.
- Work directly with internal stakeholders across the firm (including investment, product, client services, operations, tax, legal and compliance) to ensure a superior level of client service.
- Manage and grow existing client and investor relationships across the region through proactive sales outreach, coordinating closely with the broader Hamilton Lane team.
- Collaborate with marketing and events teams to support regional marketing activities and events, including conferences, roadshows and client seminars.
- Act as a senior member of the APAC Client Solutions team, contributing market insights, helping to refine the regional private wealth strategy and providing informal guidance and mentorship to junior team members.
Requirements
- University degree (B.A., B.S. or equivalent) or an advanced degree (e.g., M.B.A.). Professional designation such as CFA/CAIA or other relevant certification.
- 10+ years’ experience in a related financial services and/or private markets role, ideally with experience with wealth/intermediary distribution with an established asset management firm
- Demonstrated track record in business development and relationship management, preferably with private banks, bank intermediaries or other wealth platforms.
- A strong team player with a high degree of drive, motivation and commercial orientation.
- Detail-oriented, structured, organized and deadline-focused, with the ability to operate independently and in a fast-paced environment.
- Excellent verbal and written communication skills and attention to detail, and a consultative sales approach
- Proficient in use of technology at the work place, including use of MS applications, AI applications
- Business-level Mandarin & Cantonese required
- Private markets experience is a plus
Benefits
- Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.
- Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.
- For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team.
- For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.
- Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.