Head of Wealth Management
Core
Lead a sales team to provide wealth management services to high-net-worth clients and private enterprises, driving business growth and AUM.
Role type
Senior sales management leader (wealth management)
Builds
Client portfolios and revenue growth for high-net-worth individuals and private enterprises
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Sales team leadership, business development planning, performance management, regulatory compliance, client relationship management, investment product knowledge (equities, structured products)
Preferred skills
SFC Type 9 license, experience in private banking or securities firms
Technologies
N/A
Responsibilities
Lead and supervise sales team, formulate business development plans, manage sales performance and training, ensure regulatory compliance, maintain client relationships
Seniority
Senior, hands-on IC with management responsibilities