Main Responsibilities:

• Actively solicit new business and deepen existing and new relationships within the high net worth market segment
• Promote full range of banking and wealth management products and services
• Assist Branch Manager to lead the sales team to grow the Branch’s business in accordance to the budget plan and lead the sales team in achieving the sales & service targets by developing and implementing the business plans, overseeing branch performance and coaching colleagues to drive sales results while delivering excellent customer service
• Perform other service-related duties assigned by the Branch Manager
• Lead sales activities, provide coaching to sales force and achieve sales targets through robust activity management to increase income contribution from wealth management products with the aim to achieve fees income objectives
• Ensure a consistently high level of service delivery to enhance customer satisfaction through developing and maintaining a strong service culture in exceeding customer expectations
• Ensure sales team in compliance with the regulatory requirements as well as the internal compliance policies and guidelines including but not limited to anti-money laundering. Ensure sales team high standard of sales quality
• Safeguard the Bank's reputation and protect the Bank from loss through strong oversight over regulatory and compliance matters of the sales team

Requirements:

• Bachelor Degree or above in relevant discipline, e.g. Economics, Business Administration, Finance, etc.
• Qualifications in IIQE/HKSI related areas are required, CFP would be an advantage
• Minimum of 5 years’ experience in sales role, of which adequate experience in managing a unit with people management responsibilities would be an advantage
• Excellent leadership and interpersonal skills with the ability to motivate the sales team and support teamwork
• Good communication skills with proficiency in English, Cantonese & Putonghua

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.