Head of Wealth Management (with good experiences as RO/EO) Head of Wealth Management (with good experiences  …

Pure Hong Kong
in Hong Kong
Permanent, Full time
Last application, 23 Sep 21
Pure Hong Kong
in Hong Kong
Permanent, Full time
Last application, 23 Sep 21
Responsible to drive AUM growth, to manage P&L and to achieve business targets


  • Execute the Bank’s wealth management business plan to drive AUM growth, managing P&L and achieving business targets
  • Work closely with product providers, including external fund houses, to understand the relevant products strategies and identify the next product investment trends for wealth management business opportunities
  • Lead the team to provide latest market information and portfolio advices for wealth management business
  • Establish the product and market risk monitoring mechanism for wealth management business
  • Initiate new and innovative products ideas and services for Bank platform
  • Monitor and analyze Bank’s wealth management portfolio, in terms of customer penetration and product mix, to identify further cross-sell opportunities
  • Review functional specifications and system design to ensure the system is well-designed and in line with business requirements
  • Ensure the product onboarding, suitability assessment and order placing process complied with internal policies and external regulatory requirements
  • Assist line manager to provide / arrange product trainings to customer service colleagues who handle the enquiries related to wealth management products
  • Other ad hoc tasks assigned by line manager


  • University Degree in Finance or other relevant disciplines / qualifications 
  • At least 10 years of relevant experience in private banking, wealth management and asset management within Retail Banking
  • Type 1 and Type 4 RI
  • Results oriented with proven track record of driving business growth
  • Strong analytical mind and problem-solving capabilities
  • Good communication and interpersonal skills, able to establish good working relationship with stakeholders
  • Good command of written and spoken English and Chinese, both Cantonese and Mandarin
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