Job ref no.: CT3127248-01#9112

Chief Family Office Officer – Greater China

Hong Kong Job Consulting


  • 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


  • 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.

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More job information
Job ref no. CT3127248-01#9112
Job Function
Employment Term
  • Permanent
  • Full-time
  • 10 years - 15 years
Career Level
  • Senior management level
  • Degree