Job Details
  • Reference239136_1631257973
  • Location
  • SalaryNegotiable
  • Job TypeFull Time
  • Posted14 days ago
  • ConsultantCosmo Chau


  • Manages business plans and support the business in overall strategic goals and achieve sales targets
  • Lead the firm's digital wealth management retail business to drive account opening, AUM growth
  • Developing strategies to seek out new business
  • Work closely with the investment team and product team to understand product strategies and identify the next product investment trends
  • Ensure the product suitability assesments and order placing is aligned with internal policies and external regulatory requirments
  • Assist CEO to provide product training to customer service and handle enquiries related to wealth management products
  • Other ad hoc assigned by the management


  • Degree holder in Bachelor of Business Administration or related subjects
  • At least 8 years of experience in the financial services wealth management or preferably in Fintech companies
  • Experience in a driven environment leading a team
  • Good communication and interpersonal skills to establish good relationships with both internal and external stakeholders
  • Fluency in English and Chinese