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
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.