Sales Team Head of Wealth Management
3 weeks ago
3 days ago Be among the first 25 applicants
• Establish and manage a team of sales (AE) to achieve business sales targets
• Develop strategic sales plans and identify business opportunities to expand the client base
• Provide cross-product investment advice to meet the investment and financial needs of high-net-worth individuals, corporate clients, and individual customers
• Organize meetings, seminars, and other client engagement activities to maintain close business relationships with clients
• Ensure the team fully complies with relevant regulatory requirements and internal policies and guidelinesRequirements:
• Bachelor's degree or above in Business, Finance, or a related field
• At least 8 years of relevant experience, with a preference for private banking experience
• Proven track record in sales and team leadership within the wealth management sector
• Strong focus on sales and customer service, with excellent team-building, communication, and interpersonal skills
• Proficiency in both written and spoken Chinese and EnglishSeniority level
DirectorEmployment type
Full-timeJob function
Sales and Business Development
#J-18808-Ljbffr
-
Head of Digital Wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Bank of China Full timeHead of Digital WealthJob No.:499398Employment Type:Full timeDepartments:Personal Digital Banking Product DepartmentJob Functions:Business Development, Information Technology, Project Management, FinTechResponsibilities:Closely and proactively collaborate with product managers to explore online product sales opportunities.Manage product UX/UI design to earn...
-
Head of Digital Wealth
2 weeks ago
Central And Western District, Hong Kong SAR China Bank of China Full timeHead of Digital WealthJob No.:499398Employment Type:Full timeDepartments:Personal Digital Banking Product DepartmentJob Functions:Business Development, Information Technology, Project Management, FinTechResponsibilities:Closely and proactively collaborate with product managers to explore online product sales opportunities.Manage product UX/UI design to earn...
-
Head of digital wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Bank Of China Full timeHead of Digital Wealth Job No.: 499398 Employment Type: Full time Departments: Personal Digital Banking Product Department Job Functions: Business Development, Information Technology, Project Management, Fin Tech Responsibilities: Closely and proactively collaborate with product managers to explore online product sales opportunities. Manage product UX/UI...
-
Head of digital wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Bank Of China Full timeHead of Digital Wealth Job No.: 499398 Employment Type: Full time Departments: Personal Digital Banking Product Department Job Functions: Business Development, Information Technology, Project Management, Fin Tech Responsibilities: Closely and proactively collaborate with product managers to explore online product sales opportunities. Manage product UX/UI...
-
Head of Wealth
4 weeks ago
Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
-
Head of Wealth
3 weeks ago
Central And Western District, Hong Kong SAR China Prudential Hong Kong Limited Full timetime left to apply End Date: February 14, 2025 (27 days left to apply)job requisition id 25010045Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a...
-
Product head, private wealth product
2 weeks ago
Central And Western District, Hong Kong SAR China KOS International Limited Full timeProduct Head, Private Wealth Product (Private Bank) (65660) Hong Kong Island, Hong Kong About my client Our client is a well-established private wealth institute in Hong Kong. With their continuous expansion in business, they are now looking for high calibre to join them as a Product Head in Private Wealth Product Development under their Private Banking...
-
Wealth Management
4 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Branch sales manager
4 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...
-
Head Business Development
4 weeks ago
Central And Western District, Hong Kong SAR China Scotiabank Full timeTitle: Head Business Development & Strategic Partnerships, Scotia Wealth Management, AsiaRequisition ID: 213246As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to...
-
Branch Sales Manager
4 weeks ago
Central And Western District, Hong Kong SAR China HSBC Full timeSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal...
-
Wealth Management
4 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Head of business development
4 weeks ago
Central And Western District, Hong Kong SAR China Oliver James Full timeHead of Business Development (JOB-112024-263972) Hong Kong Head of Business Development (AVP / Agency / Distribution / LIFE INSURANCE)Global company Leadership role EXPERIENCE IN LIFE INSURANCE AND AGENCY DISTRIBUTION ARE ESSENTIALHead of Business Development (Agency / Distribution / LIFE INSURANCE) required for a leading global Life insurer. Excellent...
-
Head of Business Development
4 weeks ago
Central And Western District, Hong Kong SAR China Oliver James Full timeHead of Business Development (JOB-112024-263972) Hong KongHead of Business Development (AVP / Agency / Distribution / LIFE INSURANCE)Global companyLeadership roleEXPERIENCE IN LIFE INSURANCE AND AGENCY DISTRIBUTION ARE ESSENTIALHead of Business Development (Agency / Distribution / LIFE INSURANCE) required for a leading global Life insurer. Excellent...
-
Head of Business Development
4 weeks ago
Central And Western District, Hong Kong SAR China Oliver James Full timeHead of Business Development (JOB-112024-263972) Hong KongHead of Business Development (AVP / Agency / Distribution / LIFE INSURANCE)Global companyLeadership roleEXPERIENCE IN LIFE INSURANCE AND AGENCY DISTRIBUTION ARE ESSENTIALHead of Business Development (Agency / Distribution / LIFE INSURANCE) required for a leading global Life insurer. Excellent...
-
Head of business development
2 weeks ago
Central And Western District, Hong Kong SAR China Oliver James Full timeHead of Business Development (JOB-112024-263972) Hong Kong Head of Business Development (AVP / Agency / Distribution / LIFE INSURANCE)Global company Leadership role EXPERIENCE IN LIFE INSURANCE AND AGENCY DISTRIBUTION ARE ESSENTIALHead of Business Development (Agency / Distribution / LIFE INSURANCE) required for a leading global Life insurer. Excellent...
-
Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Wealth management
2 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth Advisor This position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...
-
Head of Sales
4 weeks ago
Central And Western District, Hong Kong SAR China Partipost Full timePartipost is a pioneering influencer marketing platform operating across eight Asian markets, connecting brands with authentic local influencers. With a focus on hyper-growth in our primary clusters, Partipost is expanding our team to drive regional growth and deliver exceptional client experiences.Role OverviewThe Head of Sales will lead and execute sales...
-
Wealth Management
3 weeks ago
Central And Western District, Hong Kong SAR China CICC Full timeWealth Management - Institutional Wealth AdvisorThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. Understands client needs and requirements, identifies investment opportunities, and provides financial advice to clients. The job duties associated with this role...