Team Head, Wealth Management (Consumer Financial Services)

OCBC Bank (Hong Kong) Limited

Main Responsibilities

Manage and coach a team of Personal Financial Consultant and Premier Relationship Managers.
Formulate business strategies to meet the Team Key Performance Indicators.
Identify sales opportunities to acquire new Premier customers, grow deposits, investment revenues, insurance revenues and related financial KPI.
Lead the Team to provide quality customer service and customer enquiries handling.
Ensure adherence to credit, operational, account opening, and sales activities are in compliance with regulatory and control requirements of the Bank at all times.
Have strong sales discipline and provide support to the BM in business growth.

Requirements

Min 10 years of banking experience, of which 2 years in supervisory role, in selling various retail banking products particularly in investment and insurance products.
Preferably university degree graduate in Business, Finance, Accounting, or related disciplines
Pass HKSI and IIQE Licensing requirements
Proficient in English, Cantonese and Mandarin. Good PC skills.
Excellent interpersonal skills, strong sales drive
Good data analysis skills
Ability to work under pressure and with strategic mind set

更多工作資料

薪酬	薪金面議
待遇	五天工作週生日假彈性花紅家屬醫療計劃保險計劃醫療計劃
工種	銀行 ‧ 金融服務 - 零售銀行服務
教育程度	碩士學士