Team Head, Wealth Management
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• Oversee and mentor a team of Personal Financial Consultants and Premier Relationship Managers.
• Develop business strategies to achieve the team’s Key Performance Indicators.
• Identify sales opportunities to onboard new Premier Banking clients, expand deposits, increase investment and insurance revenues, and meet associated financial and non-financial KPIs
• Guide the team in delivering exceptional customer service and effectively addressing customer inquiries
• Ensure that all credit, operational, account opening, and sales activities consistently adhere to the Bank’s regulatory and control requirements
• Demonstrate robust sales discipline and provide support to the Branch Manager in driving 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
• Excellent interpersonal skills and communication skills
• With strong sales drive and good data analysis skills
• With ability to work under pressure and with strategic mind set
• Possess qualifications of ECF-RWM would be an advantage
What We Offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
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