Head of FX Sales, Consumer Financial Services

Job Summary:

Responsible for leading the Investment FX function and driving product strategies, sales performance, and channel development to support the Bank’s wealth business growth. The role oversees a diverse set of stakeholders and ensures that Investment FX offerings meet customer needs, regulatory expectations, and business objectives.

Main Responsibilities:

• Develop and implement product and business strategies to deliver the Bank’s Investment FX growth objectives.

• Lead and manage the FX Specialist team, providing guidance, coaching, and support to uplift sales capability and product knowledge across channels.

• Oversee the day‑to‑day management of FX products, ensuring compliance with internal policies, industry standards, and regulatory requirements.

• Monitor and analyze FX market trends, customer behavior, and competitive landscape to identify opportunities for business growth and product enhancement.

• Maintain and enhance the FX product suite to meet the needs of different customer segments within the Bank.

• Collaborate closely with internal and external stakeholders to ensure product suitability and timely execution of initiatives.

• Provide expert advice to frontline sales teams on FX solutions, coverage strategies, and risk considerations.

• Support Branch Managers and frontline staff in exploring wealth opportunities involving FX solutions.

• Conduct joint sales calls with branch sales staff to facilitate client engagement and deal execution.

• Host workshops or clinics to uplift sales performance of individual sales staff

Requirements:

• University degree in Business Administration, Banking and Finance, Economics, or related disciplines.

• Minimum 8–10 years of relevant experience in retail or wealth business, with at least 3 years in a leadership or managerial role.

• Solid knowledge of FX products, with proven hands‑on experience in business development or sales management in the Investment FX products.

• Strong leadership and management skills with the ability to motivate and influence the team.

• Strong analytical, problem‑solving, and communication skills.

• Demonstrated ability to operate effectively in a complex matrix environment with multiple stakeholders.

• High attention to accuracy and detail, with strong awareness of risk and regulatory expectations.

• Proficiency in both written and spoken English and Chinese.

• Candidates with less experience may be considered for AVP rank.

• Preferably with pass in HKSI Licensing Examinations;

• Preferably with CRWP, CFA or CFP qualifications