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Job ref no.: GL180507-2

Sales Team Head - Wealth Management/ Brokerage (VP Level)

JAC Recruitment Hong Kong Co., Limited

Benefits
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Medical plan

Our Client, a renowned Financial Institution in Hong Kong, is now looking for a senior Sales Team Head.

Responsibilities 

  • Manage and oversee sales and operations personnel of the centre to ensure operation efficiency and full compliance with internal and external requirements on relevant regulated activities
  • Build up and develop professional sales teams in serving high-net-worth (HNW) clients with their financial needs
  • Develop and implement viable sales strategies to achieve business objectives
  • Plan and organize various sales and marketing activities to acquire new clients and improve sales penetration for the centre
  • Conduct regular sales performance reviews with the sales teams and provide them with necessary coaching and training
  • Promote and enhance brand awareness of the company within the community
  • Prepare business forecast and regular reports for management review

Requirements

  • Degree holder in business related discipline
  • Minimum 5 years’ or above experience in banking or financial industries of which at least 3 years’ relevant experience in serving high-net-worth / ultra high-net-worth clients, preferably with management experience
  • SFC or HKMA license is a must and CFP / CFA is preferred
  • Sound knowledge of wealth management tools including Funds, Structured Products and Insurance
  • Sound knowledge of the Securities and Futures Ordinance (SFO) and relevant regulations
  • Proven record of achieving revenue targets
  • Strong leadership, customer relationship, interpersonal and analytical skills
  • Fast learner with proactive thinking and can-do attitude, able to work under high pressure
  • Proficiency in both written and spoken English, Cantonese and Mandarin

 

Interested candidates, please kindly send your detailed resume including:
1) Current and expected salary
2) Availability
3) Reason for leaving current and past employments

by clicking Apply Now.

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More job information
Job ref no. GL180507-2 (CT3114843-01#7464)
Salary
  • N/A
Job Function
Industry
Location
  • Causeway Bay
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Non-management level
Education
  • Degree