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Job ref no.: 4206420/001_1626822005 (CT3130802-01#0333)
Michael Page

Team Head, Corporate Wealth (Bond investment, Insurance)

Michael Page

About this company

- Familiar with investment product for corporate clients

- Lead of team of 6

- Familiar with fund management companies

Client Details

Established Bank in Asia with strong Global Banking, Commercial Bank, Private and Retail Banking

Description

  • Oversee the investment product development function and selling regulated activity in Corporate Wealth Management, to ensure the Division's deliverables are in compliance with legal and regulatory and ethical standards, of the required quality, in adherence to the Bank's corporate values, risk management policies and service standards
  • Supervise, coach and drive the sales activities in team to achieve sales target
  • Actively solicit new business and promote wealth management products to corporate clients to meet bank's mission
  • Develop new investment products and manage existing investment products
  • Provide on-going wealth management products and market updates to Relationship Managers of corporate / institutional banking
  • Regular performance review with senior management, prepare business forecast and budget planning to meet Bank's goal
  • Liaise with internal departments & external service providers such as fund management companies for in-branch training activities, investment seminars

Profile

  • Solid banking experience in investment sales and product development with at least 5 years of supervisory experience
  • Holding a registration with HKMA as Relevant Individual or a license with the Securities and Futures Commission for Type 1 & 4 in the last 3 years is a must, Type 9 is a plus
  • Solid knowledge of marketing and product management techniques in Institutional banking and investment products
  • Excellent interpersonal and communication skills in written and spoken English and Chinese; Putonghua speaking is preferred

Job Offer

Good package and managerial role

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Hayley Law on +852 3412 4814.

More job information
Job ref no. 4206420/001_1626822005 (CT3130802-01#0333)
Job Function
Industry
Location
  • Central
Employment Term
  • Permanent
  • Full-time
Experience
  • 0 year
Career Level
  • Middle management level
Education
  • Degree
Benefits
  • 5-day week