Wealth Management Sales Ops Leader - CRM & Training

香港友創人力資源有限公司; Hong Kong; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

ProKing Executive Search Limited is seeking a seasoned Sales Operations Manager in Hong Kong to design and lead tier-based training for wealth management frontline teams, including onboarding, product knowledge, compliant pitches, and KYC/AML procedures.

You will oversee CRM governance, drive performance metrics, and standardize middle-office SOPs while supervising cross-departmental execution to optimize conversions and compliance.

Qualifications

• Bachelor’s degree or above requirement with 5+ years in sales operations management within HK brokerages, private banks or wealth management.
• Proven ability to design and optimize sales operation processes in regulatory environments.
• Strong CRM system proficiency and experience in selection, implementation or restructuring.

Responsibilities

• Training & capability building for wealth management frontline staff, including onboarding, product knowledge, compliant pitches and KYC/AML operations.
• Sales supervision and enablement with quarterly and monthly cadences, scalable playbooks and regular reviews.
• Decompose targets into team KPIs and implement dynamic tracking and accountability.
• CRM system governance from requirements to data analytics ensuring complete data loop.
• Standardize middle-office SOPs across the sales lifecycle to improve conversion under compliance.
• Oversee cross-departmental execution and continuous optimization.

Skills

Results-driven

High stress tolerance

Multi-tasking

Education

Bachelor's degree or above

Tools

CRM system proficiency

Job description

ProKing Executive Search Limited is seeking a seasoned Sales Operations Manager in Hong Kong to design and lead tier-based training for wealth management frontline teams, including onboarding, product knowledge, compliant pitches, and KYC/AML procedures.

You will oversee CRM governance, drive performance metrics, and standardize middle-office SOPs while supervising cross-departmental execution to optimize conversions and compliance.