Deputy Head / Head of Wealth Management Centre
Hays
Hong Kong
Full time
Permanent
On-site
Competitive
About the job
Deputy Head / Head of Wealth Management Centre
Location: Hong Kong
Employment Type: Permanent
Industry: Retail Banking / Wealth Management
About the Company
Our client is a leading retail bank with a well-established presence in Hong Kong and across the region. As part of its continued commitment to strengthening its affluent and wealth management franchise, the bank is seeking a high-calibre Deputy Head / Head of Wealth Management Centre to lead a sizeable team and drive business growth across its wealth management platform.
The Opportunity
Reporting to the Regional/Area Wealth Management Leadership Team, you will be responsible for overseeing the overall performance, profitability, and strategic development of a flagship Wealth Management Centre. This role offers an excellent opportunity for an experienced wealth management professional with strong leadership capabilities, a proven track record in sales management, and a deep understanding of investment and insurance solutions.
Key Responsibilities
Location: Hong Kong
Employment Type: Permanent
Industry: Retail Banking / Wealth Management
About the Company
Our client is a leading retail bank with a well-established presence in Hong Kong and across the region. As part of its continued commitment to strengthening its affluent and wealth management franchise, the bank is seeking a high-calibre Deputy Head / Head of Wealth Management Centre to lead a sizeable team and drive business growth across its wealth management platform.
The Opportunity
Reporting to the Regional/Area Wealth Management Leadership Team, you will be responsible for overseeing the overall performance, profitability, and strategic development of a flagship Wealth Management Centre. This role offers an excellent opportunity for an experienced wealth management professional with strong leadership capabilities, a proven track record in sales management, and a deep understanding of investment and insurance solutions.
Key Responsibilities
- Lead and manage the overall operations and business performance of the Wealth Management Centre.
- Drive the achievement of sales, revenue, AUM, and customer acquisition targets across investment, insurance, and wealth solutions.
- Develop and execute business strategies to grow the affluent and high-net-worth customer portfolio.
- Lead, coach, and mentor a team of Relationship Managers, Wealth Managers, and support staff to achieve business objectives.
- Foster a high-performance culture focused on client-centricity, professionalism, and regulatory compliance.
- Strengthen customer engagement through effective relationship management and tailored wealth planning solutions.
- Collaborate closely with branch banking, product, investment advisory, insurance, and compliance teams to enhance customer propositions.
- Monitor market trends, competitor activities, and customer needs to identify growth opportunities.
- Ensure full compliance with internal policies, regulatory requirements, and risk management standards.
- Champion service excellence and enhance overall client experience across all customer touchpoints.
- Degree holder in Business Administration, Finance, Economics, or related disciplines.
- Minimum 10-15 years of banking experience, with substantial exposure to wealth management and retail banking.
- Proven track record in leading and managing high-performing wealth management teams.
- Strong knowledge of investment products, insurance solutions, wealth planning, and portfolio advisory services.
- Demonstrated success in achieving business growth, sales targets, and customer portfolio expansion.
- Strong leadership, people management, and coaching capabilities.
- Excellent stakeholder management and communication skills.
- Hold relevant professional qualifications and regulatory licences (including HKSI and IIQE qualifications).
- Strong understanding of regulatory and compliance requirements within Hong Kong's banking sector.
- Proficiency in English and Chinese, including Putonghua.
- Existing experience as a Wealth Management Centre Head, Branch Head, Area Wealth Manager, or Senior Sales Manager within a leading retail bank.
- Strong network within the affluent and high-net-worth client segment.
- Strategic mindset with the ability to drive transformation and business growth initiatives.
- Leadership role within a market-leading retail bank.
- Opportunity to manage a flagship wealth management centre.
- Attractive remuneration package with performance-based incentives.
- Comprehensive employee benefits and career development opportunities.
- Platform to drive business growth and make a significant impact within the organisation.