Vice President, Private Wealth Management

About the role:

• Fully in charge of private wealth management business
• Competitive remuneration including good commission scheme

Directly reporting to the Chairman, you are responsible for:

• Provide bespoke private wealth management solutions to HNW clients
• Actively develop new client networking and expand existing client portfolios to grow revenue
• Provide good business insights to the Chairman and prepare business proposals with good sales strategy
• Understand, meet and review clients’ financial needs based on their portfolios and risk profile regularly
• Ensure strict compliance with internal control standards including risk management and regulatory compliance

Requirements:

• Degree holder in finance-related disciplines
• Minimum 7 years of private wealth management experience, preferably from business development in brokerage business/wealth management nature
• Holder of SFC Type 1 & 2 & 4 & 9 licenses & IA license is highly preferable
• Familiar with both investment and insurance products
• Strong in sales planning and execution
• Good communication and presentation skills
• Bilingual in both spoken Mandarin and English
• Candidates with more experiences will be considered as senior management role