Wealth Management Team Leader

Responsibilities:

Manage the RM team in Hong Kong, leading the team to achieve various performance goals set by the company;

Participate in supporting team building, mentoring new members, and daily team management, including but not limited to performance tracking, organizing regular meetings, and planning events;

Monitor team business status, provide business guidance, accompany RMs on client visits, and coordinate resources;

Regularly report team business progress and direction, and communicate strategic guidance to the team.

Requirements:

Over 10 years of experience in the Hong Kong financial industry, with at least 5 years of experience managing wealth management teams;

Extensive practical experience in the Hong Kong wealth management industry, with knowledge of industry dynamics and key points of collaboration with different types of institutions;

Understand the asset allocation needs and characteristics of high-net-worth Chinese clients and be able to develop targeted marketing strategies;

Proficiency in both Chinese and English communication; Cantonese is a plus.

Information :

• Company : Gopher Asset Management 歌斐資產
• Position : Wealth Management Team Leader
• Location : Hong Kong
• Country : HK