Team Head – Wealth Management

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Responsibilities

• Act as Responsible Officer of IA and MPFA to carry out full compliance and operation functions to ensure the Company adheres to relevant legal and regulatory requirements
• Drive and implement comprehensive sales strategies to drive revenue growth and market share for I&I products
• Lead, mentor, and manage the sales team to achieve operational excellence and sales targets
• Build a high-caliber sales team from the ground up, focus on recruiting licensed RMs and Insurance Specialists directly from the market
• Establish clear performance goals, conduct regular evaluations, and provide ongoing on-the-job coaching to enhance team competencies
• Identify and capitalize on new business opportunities and emerging market trends within the wealth management sector
• Participate in product development to enrich the service platform, ensuring our offerings remain competitive and client-centric
• Provide cross-functional wealth management planning insights, integrating products from across the company to deliver holistic solutions
• Cultivate and maintain strategic relationships with key stakeholders, partners and distributors
• Uphold a strong sales discipline, ensuring all activities are conducted in strict adherence to regulatory requirements and Group policies

Requirements

• Bachelor’s Degree in Business or related disciplines
• 10+ years of progressive experience in business development within the financial services industry, with at least 5 years in a leadership capacity
• Pass HKSI and IIQE Licensing requirements
• Extensive client network and highly resourceful within the industry
• Demonstrated success in achieving and exceeding sales targets and driving team growth
• Deep understanding of wealth management, product structuring, and market trends
• Proven ability to mentor, train, and motivate sales teams to elevate performance and service standards
• Good command of spoken and written English and Chinese
• Proficiency in the use of Microsoft Excel, Word and PowerPoint