Head of Wealth Management

Job Title: Head of Wealth Management
Contract Type: Permanent
Location: Hong Kong
Reference: HK_BAN_000842[19]
Job Published: December 30, 2020 18:09

Job Description


A top tier Chinese Securities firm is setting up their wealth management platform.


  • Explore and solicit sales opportunities for the Wealth Management Business towards High-net-worth and Corporate clients as well as deliver sales results
  • Identify clients' needs to provide relevant and suitable Investment products or services such as Equity, Futures, Funds, Bonds, Structure Products and Private Placement. Cross-sell IBD services to potential IPO and M&A clients
  • Deliver professional wealth management ideas, provide market views and research reports as well as prepare presentations and pitchbook
  • Drive client acquisition initiatives to broaden client base
  • and analyse clients and channels' feedback so as to identify prevailing trend of investors' demand and product preferences
  • Co-ordinate with external and internal parties to organize public seminars for clients
  • Managing sales team, as well as products and Investment Consultants.


  • University degree or above in Business Administration or related disciplines
  • 8 years' experience in sales, client relationship or business development in financial or private banking industry
  • experience of team management and strong leadership skills.
  • Eligible to be licensed under SFC in dealing in Equity and Futures
  • Excellent knowledge in Investment and Equity products
  • Strong sense in team work and self-motivated, with communication and interpersonal skills
  • Ability to work under pressure in fast-paced environment
  • Excellent computer skills in MS Office including Excel & PowerPoint
  • Proficiency in written and spoken English and Chinese including mandarin


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