Relationship Management Lead (Wealth Management)

Responsibilities:

• Strategic Leadership: Design the wealth management roadmap, define sales targets, and architect competitive commission schemes that drive high performance.
• Team Building: Recruit, mentor, and scale a high-performing RM team. (Candidates with the ability to transition an existing team are highly preferred.)
• Market Positioning: Target the "Affluent" and "High-Net-Worth" segments
• Client Advisory: Deliver bespoke wealth management solutions and maintain deep relationships with a portfolio of HNW individuals.
• Portfolio Growth: Drive AUM growth and manage the end-to-end client onboarding process for new-to-firm prospects.
• Product Synergy: Collaborate with investment managers to digest market trends and lead the rollout of new financial products to the market.

Requirements:

• Must hold SFC Type 1 & 4 licenses; Type 9 is a significant advantage.
• At least 8 years of sales experience within a bank or securities firm. A proven track record in AUM growth and fundraising is essential.
• Robust knowledge of Equities, Bonds, Structural Products, and Insurance.
• Fluent in English and Chinese (Cantonese & Putonghua).
• Willingness to travel to Mainland China for business expansion.