Senior Branch Support Manager, Retail Channel Management

Responsibilities:

• To communicate with Legal and Compliance Divisions to arrive at suitable procedures on wealth management activities (including insurance and investments) that commensurate with the requirement laid down by the regulatory bodies
• To formulate and review the guidelines and standard procedures on wealth management selling activities to ensure compliance with internal requirements and regulatory bodies’ circulars and publications
• To arrange with IT to update and enhance the Bank’s computer system on wealth management activities to cope with the requirements laid down by the regulatory bodies and indicated in the internal guidelines and standard procedures
• To provide update information, advice and changes of regulatory guidelines and rules to frontline staff who participate in regulated activities
• To assist and review credit proposals and to provide advice and guidance to branches in order to ensure all product financing businesses are conducted in comply with Risk Management’s requirements
• To support ad-hoc business projects and task force assigned by management
• To oversee the operation of Branch Support and ensure effective and efficient support to all distribution channels

Requirements:

• University graduate or above
• 7 years or above relevant experience, minimum 5 years in wealth management and premium financing is preferable
• Substantial knowledge of respective responsible areas / functions
• Well-versed in relevant policies and procedures of the Bank as well as regulatory requirements
• Good communication and people management skills
• Proficiency in English and Mandarin
• PC knowledge
• Fulfill Relevant Individual (RI) & Technical Representative (TR) requirement is an advantage
• Sales experience in wealth management is an advantage
• Strong analytical skill and project management know-how