Head of Wealth Management

  • 100K-150K
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Elysian Executive Solution
  • 17 Jul 18 2018-07-17

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 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.

Our client is a leading chinese securities firm. They are rapidly expanding their business for the wealth management division and is looking for an experienced Team Head to lead their sales team. Candidates with strong management experience are highly preferred.

Job Description

  • 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 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

  • University or 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 5 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