Head of Private Wealth Sales

Responsibilities: Develop and execute the sales strategy for the private banking division in alignment with overall business goals. Lead and manage the private banking sales team, setting clear performance objectives and KPIs. Drive new client acquisition and deepen existing client relationships through tailored wealth management and investment solutions. Collaborate with product, investment, compliance, and risk teams to ensure a seamless client experience. Monitor market trends, competitor act

Morgan McKinley - Hong Kong - Full time

Salary: HK$131k -140k pm

Responsibilities:
  • Develop and execute the sales strategy for the private banking division in alignment with overall business goals.
  • Lead and manage the private banking sales team, setting clear performance objectives and KPIs.
  • Drive new client acquisition and deepen existing client relationships through tailored wealth management and investment solutions.
  • Collaborate with product, investment, compliance, and risk teams to ensure a seamless client experience.
  • Monitor market trends, competitor activities, and client feedback to identify new opportunities.
  • Prepare regular sales forecasts, performance reports, and strategic presentations for executive leadership.
  • Ensure all sales activities comply with regulatory and internal governance standards.
Requirements:
  • Bachelor's degree in Finance, Business Administration, Economics, or related field; MBA or professional certifications (CFA, CFP, etc.) preferred.
  • Minimum 10+ years of experience in private banking or wealth management, with at least 5 years in a leadership role.
  • Proven track record in sales leadership, client acquisition, and revenue growth.
  • Strong understanding of financial products, investment strategies, and regulatory frameworks.
  • Excellent leadership, negotiation, and interpersonal skills.
  • Ability to work in a fast-paced, performance-driven environment.
Apply
22680979

OTHER ASIAXPAT SITES:

Ad