Private Wealth Director(J17609)

职位描述

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.

1. 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；

2. 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；

3. 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;

4. 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;

5. 严格遵守合规制度，防范和化解经营风险。

任职要求

1. Bachelor degree or above;

2. SFC and/or HKMA license holder;

3. Retail/personal business experience in financial industry is preferred;

4. Upright, humble, diligent with high moral values;

5. Strong interest in financial industry and wealth management business;

6. Understanding of various financial market products. Excellent learning ability;

7. Client-oriented, passionate about sales and financial industry. Positive and confident with excellent communication skills;

8. Mandarin, Cantonese and English is preferred.

1. 本科及以上学历;

2. 具备香港证监会及/或金管局认可机构证券从业牌照；

3. 具有金融行业零售/个人业务工作经验优先；

4. 诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质;

5. 对金融行业及财富管理业务有很强的兴趣；

6. 具备一定的金融产品知识，并具有很强的学习能力；

7. 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;

8. 精通中文及英文，普通话、粤语及英文三语流利者优先。