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Team Head, Wealth Management (High Net Worth Clients)

Core Pacific - Yamaichi Int'l (H.K.) Ltd

  • Company Industries:Financial Services

Job Information

  • Post Date:2020-04-01
  • Career Level:Senior
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Wealth Management

Job Description

Responsibilities:

  • Report directly to Wealth Management Group Head
  • Formulate and implement the acquisition, growth strategies for HNW clients to cover Greater China market
  •  Achieve personal targets as well as lead the sales team to achieve the business targets
  • Offer one stop solutions to clients by leveraging the broad range of products, covering Insurance, Funds, Bonds, Notes, etc
  • Work closely with Product and Supporting teams to offer suitable products and services to meet clients expectation

Requirements:

  • At least 5 years' of experience in sales team head position in financial services industry
  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Holder of SFC license RA1
  • Holder of IIQE qualification (Paper 1,2,3,4 and 5)
  • Pro-active, good organization and problem-solving skills
  • Good command of spoken & written English & Chinese, including Putonghua

 

We offer 5 days work, good career prospects & competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced & dynamic environment, please send your application with availability, present and expected packages to us by clicking "Apply Now" below.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wanchai, Hong Kong
Fax No.: 2918-1202
Website: www.cpy.com.hk

Personal data collected will be used for recruitment purpose only

Company Info

Core Pacific - Yamaichi Group is an expanding and leading financial services group which serves clients in both Hong Kong and the Greater China, Aprt from offering financial services & wealth management services, it also provides asset management services.

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