Head of Wealth Management

South China Finance And Management Limited


  • Develop and nurture relationships with High-Net-Worth clients
  • Formulate, develop and execute total wealth plans and propositions of different types of investment and insurance products and services across client segments and channels
  • Conduct and strengthen clients’ needs in wealth planning and portfolio management


  • Bachelor's degree or equivalent with qualifications in IIQE 1,2,3 and HKSI 1,7,8
  • At least 8 years’ frontline experience in customer servicing, with proven exposure in handling high net worth clients
  • Strong knowledge of wealth management products
  • Excellent customer service skill and mindset
  • Excellent command of English, Cantonese and Mandarin
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More job information
  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 8 years
Career Level
  • Senior management level
  • Degree