Sales Team Head - Wealth Management/ Brokerage (VP Level)

Job Title: Sales Team Head - Wealth Management/ Brokerage (VP Level)
Contract Type: Permanent
Location: Hong Kong
Reference: GL180507-2
Contact Name: Grace Liu
Contact Email:
Job Published: May 10, 2018 14:35

Job Description

Our Client, a renowned Financial Institution in Hong Kong, is now looking for a senior Sales Team Head.


  • Manage and oversee sales and operations personnel of the centre to ensure operation efficiency and full compliance with internal and external requirements on relevant regulated activities
  • Build up and develop professional sales teams in serving high-net-worth (HNW) clients with their financial needs
  • Develop and implement viable sales strategies to achieve business objectives
  • Plan and organize various sales and marketing activities to acquire new clients and improve sales penetration for the centre
  • Conduct regular sales performance reviews with the sales teams and provide them with necessary coaching and training
  • Promote and enhance brand awareness of the company within the community
  • Prepare business forecast and regular reports for management review


  • Degree holder in business related discipline
  • Minimum 5 years’ or above experience in banking or financial industries of which at least 3 years’ relevant experience in serving high-net-worth / ultra high-net-worth clients, preferably with management experience
  • SFC or HKMA license is a must and CFP / CFA is preferred
  • Sound knowledge of wealth management tools including Funds, Structured Products and Insurance
  • Sound knowledge of the Securities and Futures Ordinance (SFO) and relevant regulations
  • Proven record of achieving revenue targets
  • Strong leadership, customer relationship, interpersonal and analytical skills
  • Fast learner with proactive thinking and can-do attitude, able to work under high pressure
  • Proficiency in both written and spoken English, Cantonese and Mandarin


Interested candidates, please kindly send your detailed resume including:
1) Current and expected salary
2) Availability
3) Reason for leaving current and past employments

 directly to: and

Personal data collected will be used for employment-related purpose only. We regret to inform that only shortlisted candidates will be notified, thank you.