Sales Team Head of Wealth Management (D to MD)
Salary undisclosed
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Responsibilities:
• 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 guidelines
Requirements:
• 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
• Priority given to candidates with a strong client network
• 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 English
• 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 guidelines
Requirements:
• 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
• Priority given to candidates with a strong client network
• 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 English