Head of Wealth Management
Frontier Financial Group
Hong Kong
Full time
Permanent
On-site
Negotiable
About the job
Frontier Financial Group is a premier financial institution with nearly 20 years. We are dedicated to providing diversified asset allocation and private banking-style services to private enterprises and high-net-worth clients globally. Headquartered at the Hong Kong international financial hub. We look forward to having international talents join our team!
Responsibilities:
- Supervises a team of relationship managers to provide professional wealth management services to high-net-worth clients.
- Formulate and implement business development plans to grow client base, AUM, and revenue.
- Perform sales management functions such as training, motivation, and performance appraisals.
- Ensure all business activities comply with regulatory requirements and internal policies.
- Maintain client relationships and handle complaints when necessary.
Requirements:
- Hold SFC Type1 and Type 4 licenses (Type 9 is an advantage).
- 5–7 years of experience in retail banking, private banking or securities firms, with at least 2 years in a sales management role.
- Familiar with a wide range of investment products, especially equities and (structured products will be advanced).
- Fluent in Putonghua and Cantonese
- Proven sales track record, stable career history, and strong leadership skills to motivate team members.