Deputy Head / Head of Wealth Management Centre
Location: Hong Kong
Employment Type: Permanent
Industry: Retail Banking / Wealth Management

About the Company
Our client is a leading retail bank with a well-established presence in Hong Kong and across the region. As part of its continued commitment to strengthening its affluent and wealth management franchise, the bank is seeking a high-calibre Deputy Head / Head of Wealth Management Centre to lead a sizeable team and drive business growth across its wealth management platform.

The Opportunity
Reporting to the Regional/Area Wealth Management Leadership Team, you will be responsible for overseeing the overall performance, profitability, and strategic development of a flagship Wealth Management Centre. This role offers an excellent opportunity for an experienced wealth management professional with strong leadership capabilities, a proven track record in sales management, and a deep understanding of investment and insurance solutions.

Key Responsibilities

• Lead and manage the overall operations and business performance of the Wealth Management Centre.
• Drive the achievement of sales, revenue, AUM, and customer acquisition targets across investment, insurance, and wealth solutions.
• Develop and execute business strategies to grow the affluent and high-net-worth customer portfolio.
• Lead, coach, and mentor a team of Relationship Managers, Wealth Managers, and support staff to achieve business objectives.
• Foster a high-performance culture focused on client-centricity, professionalism, and regulatory compliance.
• Strengthen customer engagement through effective relationship management and tailored wealth planning solutions.
• Collaborate closely with branch banking, product, investment advisory, insurance, and compliance teams to enhance customer propositions.
• Monitor market trends, competitor activities, and customer needs to identify growth opportunities.
• Ensure full compliance with internal policies, regulatory requirements, and risk management standards.
• Champion service excellence and enhance overall client experience across all customer touchpoints.

Requirements

• Degree holder in Business Administration, Finance, Economics, or related disciplines.
• Minimum 10-15 years of banking experience, with substantial exposure to wealth management and retail banking.
• Proven track record in leading and managing high-performing wealth management teams.
• Strong knowledge of investment products, insurance solutions, wealth planning, and portfolio advisory services.
• Demonstrated success in achieving business growth, sales targets, and customer portfolio expansion.
• Strong leadership, people management, and coaching capabilities.
• Excellent stakeholder management and communication skills.
• Hold relevant professional qualifications and regulatory licences (including HKSI and IIQE qualifications).
• Strong understanding of regulatory and compliance requirements within Hong Kong's banking sector.
• Proficiency in English and Chinese, including Putonghua.

Preferred Profile

• Existing experience as a Wealth Management Centre Head, Branch Head, Area Wealth Manager, or Senior Sales Manager within a leading retail bank.
• Strong network within the affluent and high-net-worth client segment.
• Strategic mindset with the ability to drive transformation and business growth initiatives.

What's on Offer

• Leadership role within a market-leading retail bank.
• Opportunity to manage a flagship wealth management centre.
• Attractive remuneration package with performance-based incentives.
• Comprehensive employee benefits and career development opportunities.
• Platform to drive business growth and make a significant impact within the organisation.

Interested candidates are invited to submit their CV for a confidential discussion. All applications will be treated with strict confidence.