In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
Manage and oversee the Private Banking & Wealth Management Division of Asia Pacific Region including China & Hong Kong
Be accountable for the profit & loss of the Division & overall management and its business targets
Drive the sales of all Private Bankers of the Region and implement business initiatives and strategies to facilitate business growth by leveraging a broad range of products and services (including securities, bonds, mutual funds, FX, insurance, unit-linked products etc.)
Explore new and potential market to grow the wealth management business and achieve profit growth
Cultivate strong relationship with clients and broaden the client base through prospecting and increasing clients' portfolio
Recruit high caliber talents to strengthen the sales force and build a positive team culture
Lead, manage and motivate the sales team to achieve individual & team sales target and deliver exceptional quality services to exceed expectations
Keep abreast of market practice and regulatory requirements to maintain sound control environment
Degree holder in economics & finance or related discipline
At least 10 years of working experience in Private Banking and HNW Sales Industry with 5 years of sales team management experience in financial institutions
CFA/CFP qualification preferred
Expert knowledge in wealth products, both in investment and insurance
Proven track record in achieving business results with strong leadership and coaching skills
Proactive with excellent communication, interpersonal and motivational skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Good command of spoken and written English, Cantonese and Mandarin
Interested parties please send your resume inword format with current & expected salary and notice period to email@example.com. For details, please feel free to contact Dickson at 5428 7949.