Head of Sales Management, Wealth and Bancassurance (Fintech)

Location: Quarry Bay, Hong Kong

Company

hirify.global is a pan-Asian fintech platform operating digital banks and online financial services in Hong Kong, Mainland China, and Indonesia.

What you will do

• Lead sales management for wealth and insurance businesses, driving revenue, AUM, fee income, insurance premium, customer growth, and frontline performance.
• Develop and execute annual wealth and insurance sales strategies aligned with banking objectives.
• Build a high-performing sales team and establish sales KPIs, targets, incentive frameworks, and performance routines.
• Monitor performance through dashboards, scorecards, and management reporting, then implement corrective action plans.
• Manage pipelines across investment funds, robo-advisory, stock trading, life insurance, general insurance, and new products.
• Partner with product, digital, and marketing teams to improve lead generation, sales funnels, cross-selling, and digital or hybrid advisory initiatives.

Requirements

• University degree in Finance, Economics, Business Administration, or a related discipline.
• HKSI Papers 1 and 4; IIQE Papers 1, 2, 3, and 5 are preferred.
• Relevant SFC and HKMA regulated activity qualifications.
• 12+ years of wealth management, insurance, or retail banking experience, including at least 5 years in senior sales leadership.
• Proven experience managing wealth and insurance sales teams and achieving revenue and AUM growth targets.
• Strong knowledge of HKMA, SFC, and IA regulatory requirements, along with strategic thinking, data-driven decision-making, stakeholder management, and team development skills.

Nice to have

• CFP, CFA, or equivalent professional certification.
• Experience with sales performance analytics, incentive programs, and change management.

Culture & Benefits

• Learning and development stipend.
• Flexible time off and wellness activities supporting physical and mental wellbeing.
• Open-plan office, collaboration spaces, thinking pods, and complimentary food and drinks.
• Social activities including hiking, yoga, badminton, board games, and ping pong.
• Competitive salary package.