Job Description
Our client is a large size financial group and currently looking for a Team Head for their wealth management division.
Responsibilities
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To build and lead a sales team to achieve business targets in revenue, AUM and customer numbers, etc.
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To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
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To work closely with Product and Support teams to offer suitable products and services to meet clients’ expectation.
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To lead sales team compliance with internal/external regulations and guidelines.
Requirements
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College or University and above with major in Business Administration, Finance is preferable or related degrees.
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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
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Sound knowledge of financial markets and products
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Strong communication, interpersonal skills, people management and client relationship management skills
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Holder of SFC license RA1, RA4 license. A technical representative under PIBA is a plus
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Proficiency in English, Cantonese and Mandarin