Chief Executive Officer (CEO) — IFPHK
# Chief Executive Officer (CEO) — IFPHK **The Institute of Financial Planners of Hong Kong Limited** · Hong Kong · `On-site` 🕒 **Статус:** *Опубликовано: 4 дня назад* · *Источник: Indeed* --- ### About the Role Recruit Ref: L0607878508 Posting Date: 2026-10-13 The Institute of Financial Planners of Hong Kong Limited Chief Executive Officer (CEO) — IFPHK The Role Reporting to the Board of Directors and operating within the authority delegated by the Board, the CEO leads the Institute's strategic, operational and financial stewardship. The CEO is a remunerated officer of the Institute, appointed by the Board under the Articles of Association. Key accountabilities include: - Translating Board-approved strategies into clear priorities, measurable plans and effective execution. - Leading and developing a lean, high-performing Secretariat. - Establishing the CFP® certification as the gold standard of professional distinction, locally and globally. - Driving institutional modernisation through AI and enterprise IT, with strong data protection governance and human oversight. - Deepening public trust in professional ethics and expanding alliances across the financial ecosystem. What You Will Do Strategic Leadership & Board Governance - Execute the strategic vision, directions, decisions, resolutions and policies of the Board, with rigorous alignment to the Institute's Articles of Association and long-term mission. - Support the Board and its committees, including audit, remuneration and nomination committees, with accurate, complete and timely information. - Provide regular, transparent reporting on strategy, financial performance, membership, stakeholder engagement, key risks and opportunities, including risk management, internal controls and compliance. - Operate within the financial and operational authority delegated by the Board, and obtain prior Board approval for material financial commitments, contracts and appointments. - Foster high-level relationships with regulators (e.g., IA, HKMA, SFC, MPFA), government bodies and international affiliates, including the FPSB, within the authority delegated by the Board. Institutional Engagement & Strategic Alliances - Build and mobilise strategic relationships with financial institutions, regulators, professional organisations, academia, employers and industry leaders. - Engage C-suite executives, corporate training academies and distribution leadership with integrity — without seeking or exercising improper influence — to secure institutional endorsement of certification pathways, education programmes, membership, awards and sponsorship opportunities. - Facilitate open, merit-based award nominations and independent judging, free from conflicts of interest. - Secure corporate sponsorships and institutional support in accordance with Board-approved sponsorship, procurement and conflict-of-interest policies, without compromising the Institute's independence or professional standards. Brand Stewardship, Media Relations & Thought Leadership - Oversee the Institute's brand reputation and public relations strategy, maintaining trusted relationships with business and financial media. - Support authoritative public communications under the guidance of the Board and the Chairman, and represent the Institute only within the authority delegated by the Board. - Spearhead thought leadership — white papers, insights and articles — that reinforce public trust in ethical financial planning. - Maintain an active, authoritative presence at regulatory summits, executive roundtables and international forums alongside the Board and the Chairman, in close alignment with the FPSB. Membership Growth, Professional Education & Practice Excellence - Develop a differentiated member-value strategy to attract and retain professionals across financial planning, insurance, banking, private wealth and family offices. - Promote the CFP®, AFP® and QRA credentials, executive training and CPD programmes among experienced practitioners and younger talent. - Champion a forward-looking syllabus covering family office governance, cross-border wealth planning, trust and estate structuring, sustainable finance (ESG) and financial technology. - Ensure the integrity and credibility of examinations, certification and CPD processes through robust quality assurance and the avoidance of conflicts of interest. Operational Excellence, Digital Transformation & Governance - Direct day-to-day administration, operations and finances with stringent fiscal discipline, within the Board-approved budget and delegated authority. - Review and optimise the operating model, processes and external vendors through transparent procurement and vendor management. - Lead digital transformation with AI and enterprise IT, in compliance with the Personal Data (Privacy) Ordinance (Cap. 486), data governance and cybersecurity standards, with appropriate human oversight. - Lead, mentor and hold accountable a high-performing team across certification, education, marketing, IT, finance and member services. - Ensure compliance with the Companies Ordinance (Cap. 622), the Prevention of Bribery Ordinance (Cap. 201), the Personal Data (Privacy) Ordinance (Cap. 486), anti-money laundering legislation, the Articles of Association and FPSB standards Governance & Ethical Standards As the leader of a professional body whose credibility rests on integrity, the CEO will: - Act at all times in the best interests of the Institute, with independent judgment. - Declare and avoid conflicts of interest, and recuse from decisions in which a conflict arises. - Never solicit or accept benefits from third parties in connection with duties, in accordance with the Prevention of Bribery Ordinance (Cap. 201). - Maintain proper books and records and sound internal financial controls. - Foster an ethical culture supporting whistleblowing, anti-fraud and grievance procedures, and support Board succession planning. About You You are a proven senior executive who combines institutional leadership with unwavering integrity. You will bring: 1. Executive Management & Institutional Operational Track Record: Proven track record in senior leadership roles within financial institutions, professional advisory/consulting firms, or related sectors (e.g., as CEO, Managing Director, Practice Head, or Executive Director/Secretary General of a professional body), with demonstrated capability in leading teams, driving strategic initiatives, and managing day-to-day operations. 2. Strategic Execution, Board Partnership & Legitimate Advocacy: Demonstrated ability to translate Board-approved strategies into effective execution, build consensus among diverse stakeholders, and engage senior decision-makers through legitimate advocacy and consensus-building to support institutional priorities, professional standards and strategic initiatives. 3. Institutional Engagement & Strategic Partnership Acumen: Demonstrated success in building and sustaining collaborative relationships with major financial institutions—particularly commercial/private banks and life insurance corporations—and in engaging senior stakeholders with integrity to support institutional credential adoption, training enrolment, membership growth, awards participation and corporate sponsorships. All engagement shall be conducted within the authority delegated by the Board and in accordance with Board-approved sponsorship, procurement and conflict-of-interest policies, and shall not compromise the Institute's independence, impartiality or professional standards; award nominations and judging shall be merit-based, transparent and conducted by independent panels free from conflicts of interest. 4. Lean Secretariat Leadership & People Management: Proven experience in leading a lean professional team or Secretariat, with demonstrated capability in organisational design, performance management, talent development, resource discipline, and the delivery of high-quality member and stakeholder services. 5. Professional Standing & Thought Leadership: A well-regarded executive in the financial planning or wealth management sector with a credible track record of professional contributions, recognised industry standing, and the ability to articulate thought leadership through published insights, articles, or public commentary. 6. Media Acumen & Brand Strategy: Sharp public relations instincts and media acumen, familiar with business and financial press dynamics, capable of effectively promoting the Institute's brand positioning and expanding public awareness of professional certifications. 7. Industry Ecosystem & Distribution Familiarity: Comprehensive understanding of the operating mechanisms across bancassurance, life insurance agency distribution (Agency Force), and independent financial advisory (IFA), underpinned by strong professional connections with C-suite executives, corporate training heads, and marketing leaders. 8. Technological & AI Competence: Practical acumen in deploying artificial intelligence (AI) applications and modern enterprise IT solutions to drive organisational efficiency, lean operations and process automation, in compliance with the Personal Data (Privacy) Ordinance (Cap. 486) and applicable data governance, cybersecurity and information security standards, and with appropriate human oversight of automated and AI-assisted decisions. 9. Credentials: Bachelor's degree in Finance, Economics, Business Administration, or related disciplines; advanced master's degree or relevant professional qualifications preferred. Holder of the CFP® (CERTIFIED FINANCIAL PLANNER®) designation is strongly preferred. 10. Language Proficiency: Impeccable command of oral and written English and Chinese, with fluency in both Cantonese and Mandarin. 11. Hong Kong Corporate Governance & Compliance Knowledge: Sound knowledge of the duties of officers and directors under the Companies Ordinance (Cap. 622), the Prevention of Bribery Ordinance (Cap. 201) and the Personal Data (Privacy) Ordinance (Cap. 486), applicable anti-money laundering and counter-terrorist financing legislation, and the professional and ethical standards of the Financial Planning Standards Board (FPSB). 12. Board Reporting & Committee Collaboration: Demonstrated experience in providing regular, transparent and action-oriented reporting to a Board, including on risk management, internal controls and compliance, and in collaborating effectively with Board committees such as audit, remuneration and nomination committees. 13. Conflict-of-Interest & Integrity Governance Practice: Proven experience in managing and declaring conflicts of interest, ensuring the independence and integrity of awards judging and sponsorship arrangements, and fostering an ethical organisational culture, including anti-corruption, anti-fraud and whistleblowing practices. You will also bring the personal attributes to lead with vision: 1. Visionary, forward-looking leader with strong strategic foresight, robust execution, and institutional diplomacy. 2. Uncompromising integrity, ethical leadership, and dedicated commitment to professional standards. 3. Inspiring, pragmatic, and highly collaborative executive presence capable of mobilising diverse teams to implement Board decisions. 4. Exceptional relationship builder adept at aligning priorities across the Board of Directors, regulatory authorities, institutional partners, and the media, with all engagement—particularly with regulators—conducted with integrity and within the authority delegated by the Board. Why Join IFPHK - Lead the institution that defines professional standards for financial planning in Hong Kong and Macau. - Shape the future of the profession across banking, insurance, private wealth and family offices. - Work with an engaged Board, leading regulators and a global professional network through the FPSB. - Drive meaningful impact on public trust in professional ethics and financial planning. How to Apply Interested candidates are invited to submit a full curriculum vitae and a covering letter including current and expected salary to ••••@ifphk.org by 30 Oct 2026. All applications will be treated in strict confidence. Only shortlisted candidates will be contacted. Email To: hr@ifphk.org Industry: Association / Organization / Social Service / NGO Job Category / Function: Management (Management) Job Position Level: General Employment Term: Full Time Min. Edu. Level Req: Diploma Minimum QF Level attained: - Total Working Exp: - Salary(HKD): - Location: Wanchai District / Causeway Bay Benefits: - Life Insurance
Наблюдалась 2026-10-17, впервые 2026-10-13, источник — Indeed.