Job ref no.: CT3118201-01#4067

Sales Team Head (Wealth Management) // Reputable Financial Company // HK Island // Bonus Attractive

RGF HR Agent Hong Kong Limited

  • 5-day week
  • Discretionary bonus

Our client is a large size financial group and currently looking for a Team Head for their wealth management division due to expansion within the wealth management department. This position is rewarding to the right candidate with attractive salary remuneration package and career development. 


  • Report to the Head of Wealth Management 
  • Build and lead a sales team to achieve business targets in revenue, AUM and customer numbers, etc.
  • Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
  • Work closely with Product and Support teams to offer suitable products and services to meet clients’ expectation.
  • To lead sales team compliance with internal/external regulations and guidelines


  • College or University and above with major in Business Administration, Finance is preferable or related degrees.
  • Minimum 8 years of experience in financial services industry in client facing sales roles with not less than 3 years’ experience in sales team head position
  • Sound knowledge of financial markets and products
  • Strong communication, interpersonal skills, people management and client relationship management skills
  • Holder of SFC license RA1, RA4 license. A technical representative under PIBA is a plus
  • Proficiency in English, Cantonese and Mandarin
  • Candidates with strong business development and team management experience are welcome to apply

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