Chief Family Office Officer – Greater China

Responsibilities

• Manage and oversee the Private Banking & Wealth Management Division of Asia Pacific Region including China & Hong Kong
• Be accountable for the profit & loss of the Division & overall management and its business targets
• Drive the sales of all Private Bankers of the Region and implement business initiatives and strategies to facilitate business growth by leveraging a broad range of products and services (including securities, bonds, mutual funds, FX, insurance, unit-linked products etc.)
• Explore new and potential market to grow the wealth management business and achieve profit growth
• Cultivate strong relationship with clients and broaden the client base through prospecting and increasing clients’ portfolio
• Recruit high caliber talents to strengthen the sales force and build a positive team culture
• Lead, manage and motivate the sales team to achieve individual & team sales target and deliver exceptional quality services to exceed expectations
• Keep abreast of market practice and regulatory requirements to maintain sound control environment

Requirements

• Degree holder in economics & finance or related discipline
• At least 10 years of working experience in Private Banking and HNW Sales Industry with 5 years of sales team management experience in financial institutions
• CFA/CFP qualification preferred
• Expert knowledge in wealth products, both in investment and insurance
• Proven track record in achieving business results with strong leadership and coaching skills
• Proactive with excellent communication, interpersonal and motivational skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good command of spoken and written English, Cantonese and Mandarin

Interested parties please send your resume in word format with current & expected salary and notice period by clicking Apply Now. For details, please feel free to contact Dickson at 5428 7949.