Financial Services Leader

3 days ago


Hong Kong Island, Hong Kong SAR China Be Myjob Company Limited Full time

We are looking for a seasoned Leader to join our team as a Financial Services professional. This is an excellent opportunity for someone who is passionate about delivering exceptional customer service and driving business growth.

About the Job

In this role, you will be responsible for leading a team of professionals in managing high net worth client portfolios and developing relationships with clients to understand their financial needs and goals.

Key Responsibilities
  • Lead a team of professionals in managing high net worth client portfolios
  • Develop and implement strategies to grow existing client relationships and acquire new ones
  • Provide expert financial advice to clients and help them achieve their financial goals
  • Mentor and coach junior team members to ensure they have the skills and knowledge needed to succeed
  • Work closely with internal stakeholders to ensure seamless delivery of services to clients
Requirements
  • Bachelor's degree or equivalent experience in finance, business, or a related discipline
  • Solid years of experience in leadership and relationship management
  • Proven track record of success in team leadership and client portfolio management
  • Evidence of strong client recommendation and sales results in wealth products
  • Expert knowledge of financial planning, wealth products, and macroeconomics


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