Sales Team Head - Wealth Management

Our client is a large size financial group and currently looking for a Team Head for their wealth management division. 


Responsibilities



To build and lead a sales team to achieve business targets in revenue, AUM and customer numbers, etc.



To offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.



To work closely with Product and Support teams to offer suitable products and services to meet clients’ expectation.



To lead sales team compliance with internal/external regulations and guidelines.



 

Requirements



College or University and above with major in Business Administration, Finance is preferable or related degrees.



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



Sound knowledge of financial markets and products



Strong communication, interpersonal skills, people management and client relationship management skills



Holder of SFC license RA1, RA4 license. A technical representative under PIBA is a plus



Proficiency in English, Cantonese and Mandarin

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