Head of Sales, Retail Brokerage and HNW Business

Our client is an investment holding company, operates as a financial services company in Hong Kong. The company is primarily involved in the online and traditional brokerage of securities, futures, and options contracts, as well as mutual funds and insurance-linked investment products.


  • Responsible for business growth and increase in market share to achieve the assigned KPIs
  • Lead and supervise the house sales team and remisiers to meet business objectives
  • Develop customer, product and channel strategies, including operating models to effectively support the business
  • Ensure the business is conducted with proper compliance to regulatory requirements
  • Understand the market intelligence and competitive in doing business


  • Bachelor Degree in Finance, Banking, Economic, Business Administration or related discipline
  • Minimum 10 years’ related work experience in securities or financial industries, with at least 5 years in leading a brokerage sales team
  • Excellent strategic thinking and analytical skills
  • Strong relationship building / networking skills
  • Customer centricity
  • Excellent command of written and spoken English & Chinese, including Mandarin

If you are interested in finding out more about this career opportunity, please email your resume to Yifan Yan, yifany@ charterhouse.com.hk Tel: (852) 3151 1320 Web: www.charterhouse.com.hk


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