Director, Family Office Advisory

Director, Family Office Advisory

Professional Services | Finance | Hong Kong

Professional Services | Finance | Hong Kong

About KPMG Executive Search and Recruitment

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. KPMG Executive Search and Recruitment is a business unit of KPMG China and is one of the few recruitment consultancy firms in Hong Kong that is part of a large professional organisation. We work alongside a group of professionals and advisors who provide us with a high level of insights and awareness about a wide range of businesses and professions. We support the clients and aim to provide a pleasant working experience for the clients and candidates.

The Client

Our client is a leading accountancy, tax and legal consulting company with large presence in China. To cope with the expansion of the opportunities of Family office sector, it seeks to recruit an experienced professional to join its services team.


  • Identify, pursue and convert opportunities with private enterprise and wealthy (High Net Worth or Ultra Net Net Worth) individuals and families to continue their success journey and thrive for generations to come
  • Responsible for driving revenue generating opportunities across
    o tax strategy and planning intergenerational wealth, asset protection, china outbound, cross border transaction, and worldwide tax compliance
    o trusts, ESG
    o family office set up, governance, and philanthropy
  • Act as subject matter expert on either Trust or Family office set up
  • Work closely with professionals internally and business partners (such as chambers, private banks and InvestHK) on marketing, business development and services delivery
  • Chair and co-ordinate the marketing activities including roadshows, delegation visits, seminar/workshops to promote the company as preferred services providers on family office advisory
  • Keep abreast of regulatory and industry trends, and market intelligence and translate them into business opportunities


  • University graduate with a minimum of 12 years’ experience
  • Significant experience in a client-facing role and an understanding of the professional services market, ideally gained from working in business development role within Private Trust services provider, Family offices advisory and consulting companies, Financial services companies working with (High Net Worth or Ultra Net Worth) individuals and families
  • Effective networker with ability to understand client needs
  • Demonstrated success in identifying, initiating, and nurturing business opportunities
  • Experience in developing relationship with business owners
  • Dynamic, self-motivated and able to work under pressure
  • Strong influencing and negotiating skills
  • Fluency in Chinese (Mandarin) and English is needed.


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