Business Development and Partnerships Lead (Hong Kong)
Job Description:
About Endowus
Endowus is an award-winning independent fee-only wealth & fund platform. Licensed in and Hong Kong (SFC BQR225) and Singapore (MAS 101051), Endowus proudly serves as a fund investment platform and fiduciary advisor to over 250,000 individuals, family offices, charities, endowments, and institutions with over US$10billion assets under advice.
Today, we work with 100+ global leading asset managers across major asset classes – public markets, private markets, hedge funds and alternatives – and make it our job to assess and access their Best-in-Class funds, and advise clients on how to invest in these funds to reach their goals.
Our mission is clear: help people invest better so they can live easier today, and better tomorrow.
The team has deep domain knowledge in finance and technology, bringing together decades of experience from various banks and tech companies. We treasure our diversity in background and experience, and we look for people who share these beliefs in our mission.
About this role; responsibilities & ownership
The Endowus Business Development and Partnerships team is a pivotal business unit that maintains and leverages key corporate relationships to extend and amplify Endowus' reach.
We are seeking a Business Development and Partnerships Lead to lead and execute our B2B2C and B2B corporate client strategy, deepen our existing partnerships, build and maintain new relationships to shape and grow Endowus Hong Kong's growth in line with our mission and values.
Strategic Planning & Implementation:
- Develop strategy and BD programs across the various target verticals through employers, financial institutions, professional services firms, associations, and community partners etc.
- Lead on existing initiatives such as partnership events, employee investment & wellness programs and develop new B2B2C and B2B business opportunities, partnerships and use cases that extend Endowus' reach
- Lead complex, high-value strategic projects cross-functionally. Perform robust cost-benefit analyses, manage quality/timeline trade-offs, and guide management decisions in the midst of ambiguity.
Client Engagement, Partnerships & Execution:
- Proactively originate, manage and nurture key client relationships with partners from senior executives to working group level to drive partnerships opportunities
- Engage with partners to expand our client base and deepen existing relationships by offering Endowus' services, and proactively track and follow up on leads with a systematic CRM framework
- Plan and execute high-impact partnerships and events, from idea generation, develop marketing programs for promotion and continuous follow-up, delivering webinars/events etc, focused on delivering high ROI for the firm
- Represent Endowus at conferences, events, and seminars to establish thought leadership and communicate our mission and values
- Maintains expert-level knowledge of the full product suite and treasury solutions to independently design sophisticated financial literacy programmes and thought leadership content.
- Ideate and execute on other strategic projects and initiatives
Internal Collaboration & Team Development:
- Collaborate with internal functional teams including marketing, product, client advisory, Investment Office etc.to drive business development-related initiatives and projects, ensuring alignment with firm-wide objectives and strategies
- Foster a collaborative environment, promoting shared learning and success
- Formally coach, mentor, and lead or coach a team of Business Development Associates and Analysts, actively developing their commercial thinking, project delivery, and execution capabilities.
Requirements and qualifications:
- Bachelor degree with 8-10 years' relevant experience
- Proactive, self-motivated and can work independently, with attitude and energy to do what it takes to get things done
- Excellent interpersonal and communication skills, with ability to build and foster a strong network of personalities
- Ability to multi-task in a fast-paced environment and be able to execute and drive things through to completion
- Organized, attention to detail and adaptable with high level of integrity and risk awareness
- Team player and ability to work with different business functions across the firm
- Understand and be passionate about Endowus mission to make a change in the industry and build an innovative financial services company
- Fluency in English, Cantonese and Mandarin is a must
- Previous experience in financial institutions, CFA/CAIA designations and previously licensed as SFC Type 1 licensed representative is a plus but not required
Our Investors, recognition, licensing
Founded in 2017, Endowus has raised a total of over US$130 million in funding from investors including UBS, EDBI, Prosus Ventures, Lightspeed Venture Partners, Citi Ventures, MUFG Innovation Partners, Singtel Innov8, Samsung Ventures, SBVA, Illuminate Financial, OSK Ventures, Z Venture Capital, and ACF - a joint venture between JLIN LLC and The Wells Investments. Endowus also has some of the largest billionaire family offices in Asia, as well as the founders and employees of Endowus.
Endowus continues to push the boundaries on innovation and democratising access, as it partners with 1000+ global fund managers across public markets, private markets, hedge funds and alternatives to provide world-class solutions to its clients at a fair and transparent cost, delivered through Endowus' fee-only business model. Endowus Private Wealth clients have access to a comprehensive range of expertly curated strategies in private markets and alternatives from firms such as EQT, Carlyle, Partners Group, KKR, Ares, Brookfield Oaktree, HarbourVest Partners, Millennium, Point72, Balyasny, Brevan Howard, Bridgewater, Schonfeld, Hudson Bay, LMR, AQR and more.
Endowus' leadership and growth have been recognised by the industry and it has attained numerous awards including CNBC's World's Top FinTech Companies 2025. The firm was also ranked 45th on The Financial Times' High-Growth Companies Asia Pacific 2025. It was also the leading WealthTech provider on the Fortune Fintech Innovators Asia 2024 list, among 60 transformative firms in the region. Endowus was also named as part of the World Economic Forum's (WEF) Technology Pioneers 2023 and continues to serve as a Global Innovator within the community. The leadership sits on both the Longevity and Retail Investor steering committees.
The Endowus platform also secured several industry awards, including Asia's Best Digital Wealth Management and Hong Kong's Best FinTech Innovation in Asset Management (Asia Asset Management's Best of the Best Awards 2025). Other regional accolades include Singapore's Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2025), Best Digital Upgrade for enhancements made on the Endowus app (The Asset Triple A Digital Awards 2024), and Best WealthTech Solution 2023 (Asian Private Banker 9th Technology Awards).
The Endowus Group comprises Endowus' licensed companies in Hong Kong and Singapore, as well as Hong Kong-based multi-family office Carret Private. Endowus Group serves over a hundred thousand clients with content, advice and access. With group assets of over US$7 billion, it is one of the largest independent wealth managers in Asia. From a combination of providing 100% trailer fee rebates as direct cashback to clients, and fund fee savings from access to institutional share classes and exclusive funds, Endowus is estimated to help its clients save more than US$50 million in fees per year.