Head of Sales Operations – Wealth Management (Hong Kong) KY-3WA4

About the Role We are looking for a seasoned Sales Operations professional to lead and optimize the operational framework of our Wealth Management division in Hong Kong. This is a high-impact role that sits at the intersection of strategy, execution, and people development. Key Responsibilities - Training & Capability Building – Design and implement a tiered training framework covering onboarding, product knowledge, compliant sales practices, and KYC/AML procedures to elevate frontline team performance. - Marketing Enablement & Campaign Management – Define quarterly/monthly marketing cadences, drive cross-department execution, and distill replicable playbooks and success stories through regular reviews. - Performance Target Cascading – Translate annual revenue and AUM goals into team-level KPIs with dynamic tracking mechanisms to ensure accountability and progress visibility. - Client Lifecycle Management – Architect end-to-end client allocation rules — from lead generation, distribution, and rotation to offboarding — balancing team capacity with client experience to maximize conversion efficiency. - CRM System Ownership – Lead the full lifecycle of CRM management including requirements definition, field configuration, workflow design, and data analytics; build a closed-loop data ecosystem spanning acquisition, conversion, retention, and cross-selling. - SOP Standardization – Establish standardized operating procedures across the entire sales process to drive conversion rates while maintaining full regulatory compliance. What We're Looking For - Bachelor's degree or above - 5+ years of sales operations experience in wealth management, private banking, or brokerage (Hong Kong market preferred) - Proven ability to build end-to-end sales operations frameworks — from training and enablement to performance management and incentive design - Hands-on CRM expertise; experience in system selection or restructuring is a strong plus - Results-driven mindset with the ability to thrive in a fast-paced, multi-tasking environment - Strong cross-functional communication and stakeholder management skills Nice to Have - Relevant professional certifications in the financial services industry - Licensed under the Securities and Futures Commission (SFC) of Hong Kong — Type 1 (Dealing in Securities), Type 4 (Advising on Securities), and Type 9 (Asset Management)

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