Principal, Client Solutions

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Expert/Leader
Fintech • Financial Services
The Role
Leads business development, prospecting, sales cycles, and client relationship management for private wealth solutions across Hong Kong and Taiwan. Develops territory and account plans, manages CRM pipelines, coordinates presentations and meetings, leads RFP responses, and collaborates with internal teams to deliver strong client service. Supports regional marketing events, contributes market insights and strategy, and mentors junior team members. Requires extensive financial services or private markets experience, wealth distribution expertise, and business-level Mandarin and Cantonese.
Summary Generated by Built In

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.  
 
What We Do 

As one of the largest private markets investment firms globally, we provide innovative solutions to institutional and private wealth investors around the world, specializing in flexibility and full-spectrum access. We currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025.

 

The Opportunity:

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.
Your Responsibilities Will Be To
 

  • 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.
     

Your Background Will Include
 

  • 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

At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

To do this, Hamilton Lane offers the following benefits:

Enhancing Your Physical and Emotional Health 

Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program.

Developing Your Career

Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane.

Supporting Your Family & Community

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.  

Safeguarding Your Financial Wellbeing

Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan.

Hamilton Lane is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition. As a registered investment adviser, employees of Hamilton Lane may be subject to certain limitations on political contribution and personal investment activities.

Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.

Skills Required

  • University degree such as a B.A., B.S., or equivalent, or an advanced degree such as an M.B.A.
  • Professional designation such as CFA, CAIA, or another relevant certification
  • 10 or more years of experience in a related financial services or private markets role
  • Experience with wealth or intermediary distribution at an established asset management firm
  • Demonstrated business development and relationship management track record
  • Experience with private banks, bank intermediaries, or other wealth platforms
  • Business-level Mandarin and Cantonese proficiency
  • Excellent verbal and written communication skills
  • Consultative sales approach and strong commercial orientation
  • Ability to work independently in a fast-paced environment with strong organization and deadline management
  • Proficiency with workplace technology, including Microsoft applications and AI applications
  • Private markets experience

Hamilton Lane Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hamilton Lane and has not been reviewed or approved by Hamilton Lane.

  • Parental & Family Support Parental leave is described as generous and inclusive, with added support such as adoption and fertility benefits, backup care, and nursing‑mother travel assistance.
  • Wellbeing & Lifestyle Benefits Wellbeing resources span counseling and life‑coaching access, a Calm subscription for households, wellness rewards, and stipends that reinforce day‑to‑day health.
  • Equity Value & Accessibility Employees can participate in an Employee Stock Purchase Plan at a meaningful discount, broadening access to ownership alongside cash compensation.

Hamilton Lane Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Conshohocken, PA
515 Employees
Year Founded: 1991

What We Do

Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 470 employees operating in 18 offices throughout the U.S., Europe, Asia and the Middle East. With $92+ billion in assets under management and $665+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for eight consecutive years.

Gallery

Gallery

Similar Jobs

Airwallex Logo Airwallex

Account Executive

Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Remote
HK
2300 Employees

Airwallex Logo Airwallex

Growth Executive, SME & Growth, HK

Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Remote
HK
2300 Employees

Airwallex Logo Airwallex

Business Development Representative

Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
Remote
HK
2300 Employees
Remote or Hybrid
2 Locations
289097 Employees

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account