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Team Head, Wealth Management (High Net Worth Clients)

Core Pacific Yamaichi

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Team Head, Wealth Management (High Net Worth Clients)

Intermediate (3-6 years)


Technical Skills

  • Bonds
  • Sales
  • Wealth Management

Job Description

Team Head, Wealth Management (High Net Worth Clients)

Location: Wanchai


  • Report directly to Wealth Management Group Head
  • Formulate and implement the acquisition, growth strategies for HNW clients to cover Greater China market
  •  Achieve personal targets as well as lead the sales team to achieve the business targets
  • Offer one stop solutions to clients by leveraging the broad range of products, covering Insurance, Funds, Bonds, Notes, etc
  • Work closely with Product and Supporting teams to offer suitable products and services to meet clients expectation


  • At least 5 years' of experience in sales team head position in financial services industry
  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Holder of SFC license RA1
  • Holder of IIQE qualification (Paper 1,2,3,4 and 5)
  • Pro-active, good organization and problem-solving skills
  • Good command of spoken & written English & Chinese, including Putonghua

We offer 5 days work, good career prospects and competitive remuneration packages to the right candidate.  If you welcome the challenge of working in a fast-paced and dynamic environment, please send us your application with availability, present and expected packages.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11th Floor, China Resources Building,
26 Harbour Road, Wan Chai, Hong Kong
E-mail: [email redacted, apply via Jobable] or Fax No. 2918-1202

(Please quote the reference number)

Personal data collected will be used for recruitment purpose only.

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
LanguageEnglish, Cantonese, Mandarin (Putonghua)