Our client is a Hong Kong listed financial services company :offerings encompass a wide array of financial services, including traditional stock and futures trading, wealth management, investment banking, and asset management.

We are seeking a Sales Team Head of Wealth Management (Insurance & Investment) to become a part of our client's team.

Responsibilities:

• Lead and develop sales teams focused on business growth
• Cultivate and maintain relationships with High-Net-Worth clients
• Design, implement, and manage comprehensive wealth plans and investment and insurance offerings tailored to various client segments and distribution channels
• Assess and enhance clients' requirements in wealth planning and portfolio management

Requirements:

• Bachelor's degree or equivalent, with qualifications in IIQE 1, 2, 3 and HKSI 1, 7, 8
• Minimum of 8 years of direct experience in customer service, specifically with high-net-worth clients
• In-depth understanding of wealth management products
• Exceptional customer service skills and a client-focused approach
• Proficient in English, Cantonese, and Mandarin Possession of a business network in the Greater Bay Area is a plus
• Eligibility to apply for a working visa if required.

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