Team Head, Wealth Management (Branch Sales Lead)

What you will be doing:

• 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
   

What we are looking for:

• 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

• Possess qualifications of ECF-RWM would be an advantage