Posted on 2022-05-30
Regan Financial Holdings Group Limited

Head of Wealth Management

Regan Financial Holdings Group Limited

Job Responsibilities:

  1. Develop and implement the business plan and strategies to expend the institutional client base.
  2. Develop new business with institutional and high net worth investors, including but not limited to funds, insurance, and security brokerage etc. in wealth management industry.
  3. Pitch new clients, identify clients’ need, and provide professional service and build tailored client solutions with full range of products or solutions.
  4. Keep abreast of market trend, investment products and services, develop industry network and attend industry events.
  5. Build client networking and relationships via sales and marketing activities including fund briefings, client seminars and businessevents.
  6. Capture cross selling opportunities within the Group, leverage and maximise collaboration opportunities.
  7. Collaborate with external counterparties and internal functions to completion of sales target.
  8. Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines.
  9. Other ad-hoc projects as required.

Job Requirements:

  1. Degree holder with major in Economics, Finance, Business Administration, or related disciplines.
  2. Minimum 8 years or above of wealth management business experience with strong client base.
  3. Resourceful in networking with proven track record of business development.
  4. A solid track record in selling financial products.
  5. Good command of written and spoken English & Chinese (Mandarin is a Must).
  6. Familiar with Microsoft Office applications and Chinese word processing.
  7. Independent, self-initiative, good interpersonal skills and analytical ability.

We offer attractive remuneration and benefits to the right candidates. Interested parties, please send your full resume (Chinese & English, Chinese resume must be attached) including your CURRENT and EXPECTED salary by clicking Apply Now .

 All applications will be treated in strict confidence and used exclusively for the employment purpose. Only short listed candidates will be invited for interview. The company will retain the applications for a maximum period of 6 months.

More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Medical plan
Job Function
  • Sheung Wan
Employment Term
  • Permanent
  • Full-time
  • 8 years - 13 years
Career Level
  • Middle management level
  • Degree
  • Master's degree