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Business Leader - Private Wealth

Hong Kong
Job Type
8 Sep 2022

Job Hightlights

  • Excellent career exposure
  • Strong support from product specialists
  • Work location: Central


  • Assist to develop and implement the strategies and plans in achieving business targets
  • Recruit team members and lead a small team to explore business opportunities and deepen individual high-net-worth client relationships with cross-selling
  • Motivate, drive and guide the team members to achieve business targets in line with departmental targets and strategies
  • Maintain and develop new clients and maintain their portfolio
  • Cross-sell the corporate financial products


  • Degree holder or above in Business, finance or related discipline
  • 7-10 years' experience in selling wealth management and at least 3 years of experience at the supervisory level
  • Possesses SFC type 1 & 4 license. Experience in selling ECM, DCM and PE products an advantage.
  • Well versed with the principles of wealth management
  • Strong leadership capability and management skills
  • High level of customer centricity mind-set with dedication to deliver exceptional quality services for customers
  • Excellent communication and presentation skills with good command of both spoken and written English, Cantonese and Mandarin
  • Resourceful with a strong market network in China and Hong Kong
  • Fluency in Mandarin

Interested Applicants please send your resume (in Word format) together with present and expected salary to Tracy Chan:

Tel: ext. 802


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  • Job Reference: 707120652-2
  • Date Posted: 8 September 2022
  • Recruiter: PeopleSearch
  • Location: Hong Kong
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent