Our client, a leading Chinese investment bank and financial services provider, is now looking for a driven private wealth management director to lead and manage a sales team for business expansion.
Responsibilities:
- Formulating and implementing the business plan of the private wealth management team according to the overall development strategy of the company and the department.
- Responsible for the business operation of the private wealth management team and leading the team to complete the targets issued by the company.
- Leading the team to expand business, developing channels, improving organizational performance, promoting the company brand, and enhancing the competitiveness of the private wealth management team in the region and industry.
- Responsible for the training and guidance of private wealth advisers and other members, able to complete team building, enhancing team cohesion and promoting team development.
- Strictly abiding by the compliance system to prevent and resolve operational risks.
Requirements:
- Bachelor degree or above.
- SFC and/or HKMA license holder.
- Retail/personal business experience in financial industry is preferred.
- Upright, humble, diligent with high moral values.
- Strong interest in financial industry and wealth management business.
- Understanding of various financial market products. Excellent learning ability.
- Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills.
- Mandarin, Cantonese and English are preferred.
