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Private Wealth Director(J17609)

CICC · 香港特别行政区

External listingFull-time8 months ago

About The Role

  1. Formulating and implementing the business plan of the private wealth management team according to the overall development strategy of the company and the department;
  2. Responsible for the business operation of the private wealth management team, and leading the team to complete the targets issued by the company;
  3. Leading the team to expand business, developing channels, improving organizational performance, promoting the company brand, and enhancing the competitiveness of the private wealth management team in the region and industry;
  4. Responsible for the training and guidance of private wealth advisers and other members, able to complete team building, enhancing team cohesion and promoting team development;
  5. Strictly abiding by the compliance system to prevent and resolve operational risks.
  6. 根据公司和部门的整体发展战略，制定并实施私人财富团队的业务计划；
  7. 负责私人财富团队的业务运营，带领团队完成公司下达的经营指标；
  8. 带领团队拓展业务、开发渠道、提高组织绩效、宣传公司品牌，增强私人财富团队在区域及行业的竞争力;
  9. 负责对私人财富顾问及其他成员的培养与指导，能够完成团队搭建，提升团队凝聚力，推动团队发展;
  10. 严格遵守合规制度，防范和化解经营风险。
  11. Bachelor degree or above;
  12. SFC and/or HKMA license holder;
  13. Retail/personal business experience in financial industry is preferred;
  14. Upright, humble, diligent with high moral values;
  15. Strong interest in financial industry and wealth management business;
  16. Understanding of various financial market products. Excellent learning ability;
  17. Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;
  18. Mandarin, Cantonese and English is preferred.
  19. 本科及以上学历;
  20. 具备香港证监会及/或金管局认可机构证券从业牌照；
  21. 具有金融行业零售/个人业务工作经验优先；
  22. 诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质;
  23. 对金融行业及财富管理业务有很强的兴趣；
  24. 具备一定的金融产品知识，并具有很强的学习能力；
  25. 以客户为中心，对销售及金融行业充满热忱，积极、自信、出色的沟通及交流能力;
  26. 精通中文及英文，普通话、粤语及英文三语流利者优先。

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