SALES TEAM HEAD (WEALTH MANAGEMENT) Description Job Description
Report to the Head of Wealth Management
Build and lead a sales team to achieve business targets in revenue, AUM and customer numbers, etc.
To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
Work closely with Product and Support teams to offer suitable products and services to meet clients’ expectation.
Lead sales team compliance with internal / external regulations and guidelines. Requirements
College or University and above with major in Business Administration, Finance is preferable or related degrees.
Minimum 8 -10 years of experience in financial services industry in client facing sales roles with not less than 3 years’ experience in sales team head position
Strong management and leadership
Sound knowledge of financial markets and products
Strong communication, interpersonal skills, people management and client relationship management skills
Holder of SFC license RA1, RA4 license. A technical representative under PIBA is a plus
proficiency in English, Cantonese and Mandarin Country Hong Kong Company Financial Services Industry Salary US$50,000 - US$120,000 Working Hours Full-
Time Contract Permanent Categories Private Banking / Wealth Mgt Industries null