Chief Family Office Officer - Greater China
- Employer
- Hong Kong Job Consulting
- Location
- Hong Kong, Hong Kong
- Salary
- HKD1.5 million up + Bonus
- Posted
- Jan 11, 2021
- Closes
- Feb 08, 2021
- Ref
- 9742634
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
Responsibilities
Requirements
Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.
- Manage and oversee the Private Banking & Wealth Management Division of Asia Pacific Region including China & Hong Kong
- Be accountable for the profit & loss of the Division & overall management and its business targets
- Drive the sales of all Private Bankers of the Region and implement business initiatives and strategies to facilitate business growth by leveraging a broad range of products and services (including securities, bonds, mutual funds, FX, insurance, unit-linked products etc.)
- Explore new and potential market to grow the wealth management business and achieve profit growth
- Cultivate strong relationship with clients and broaden the client base through prospecting and increasing clients' portfolio
- Recruit high caliber talents to strengthen the sales force and build a positive team culture
- Lead, manage and motivate the sales team to achieve individual & team sales target and deliver exceptional quality services to exceed expectations
- Keep abreast of market practice and regulatory requirements to maintain sound control environment
Requirements
- Degree holder in economics & finance or related discipline
- At least 10 years of working experience in Private Banking and HNW Sales Industry with 5 years of sales team management experience in financial institutions
- CFA/CFP qualification preferred
- Expert knowledge in wealth products, both in investment and insurance
- Proven track record in achieving business results with strong leadership and coaching skills
- Proactive with excellent communication, interpersonal and motivational skills
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
- Good command of spoken and written English, Cantonese and Mandarin
Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.