Sales Leadership Position in Wealth Management

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Company Overview

Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.

About Hang Seng's Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. We serve over half of the adult population in Hong Kong through our extensive network of branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers.

Job Description

We are currently seeking a high-caliber professional to join our branch network as Prestige Sales Leader/Manager. The successful candidate will be responsible for formulating and implementing localized sales and marketing plans for the Prestige Banking Centre to achieve assigned business targets, as well as managing the operation of the centre to maximize service quality and productivity.

Key Responsibilities:
  • Develop relationship management systems and implement various customer loyalty programs to maximize customer loyalty and monitor customer attrition rate.
  • Organize product briefing, experience sharing, and role-play sessions to enhance team members' product/investment knowledge and selling skills.
  • Manage operational risk, including identification, assessment, mitigation, and controls, loss identification, and reporting by observing relevant policies and guidelines issued by the bank and the group.
Requirements

To succeed in this challenging role, you will need:

  • A university degree in Business Administration or other relevant qualifications such as CFA, CFP, or CFMP.
  • Minimum 10 years of sales experience, including 5 years in managing the portfolio of high net worth customers.
  • Good communication, interpersonal, and analytical skills.
  • Strong self-motivation and drive to succeed, with ability to work under pressure.
  • Proficiency in both English and Chinese.
  • A high level of customer-centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively.
  • Shown strong situation awareness, strong desire to learn, and able to work in an Agile environment.
  • Able to inspire others to achieve their goals/ambitions in a variety of situations.


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