Team Head, Wealth Management
Hong Kong Job Consulting
Hong Kong, Hong Kong

Responsibilities :

  • Assist the department head to develop and implement the strategies and plans in achieving business targets
  • Recruit team members and lead a small team to explore business opportunities and deepen individual high-net-worth client relationships with cross-selling
  • Motivate, drive and guide the team members to achieve business targets in line with departmental targets and strategies
  • Maintain and develop new clients and maintain their portfolio
  • Cross-sell the corporate financial products and achieve loan and deposits growth deemed necessary
  • Requirements :

  • Degree holder or above in Business, finance or related discipline
  • 7-10 years’ experience in selling wealth management and insurance products and at least 3 years of experience at the supervisory level
  • Well versed with the principles of wealth management and financial planning processes
  • Strong leadership capability and management skills
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin
  • Resourceful with a strong market network in China and Hong Kong
  • Candidates with less experience will be considered as Associate Director, Wealth Management
  • Interested parties please send your resume in word format with current & expected salary and notice period to leo hkjobc.

    com . For details, please feel free to contact Leo at 62828201.


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