Private Wealth Advisor - Director

• P&L & Target Ownership: Formulating and rigorously executing a high-impact business strategy to ensure the team consistently hits or surpasses aggressive annual sales, AUM, and client acquisition KPIs
• Market Penetration: Leading proactive business expansion, establishing high-value distribution channels, and elevating brand to dominate the regional private wealth landscape
• Building a Championship Team: Recruiting, developing, and mentoring Private Wealth Advisors into a top-performing unit. Implementing clear performance metrics and accountability standards to maximize individual and collective output
• Operational Integrity: Maintaining absolute adherence to compliance standards while actively mitigating operational risks to secure sustainable, high-integrity growth

• Bachelor’s degree or above
• Essential SFC and/or HKMA license holder
• Significant, quantifiable experience in retail/personal finance or private wealth management
• Documented history of managing and leading teams to achieve challenging sales and growth targets
• A self-motivated, results-driven professional with exceptional leadership qualities, integrity, and a deep, practical understanding of wealth management products and strategies
• Client-obsessed, with an ability to apply an excellent learning ability to grasp complex market dynamics and product offerings quickly
• Superior communication, negotiation, and influencing skills
• Fluency or high-level proficiency in Mandarin, Cantonese, and English is highly preferred

Retail/personal business experience in financial industry is preferred