Branch Business Manager

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time
Job Title: Branch Business Manager

DBS Bank (Hong Kong) Limited is seeking a highly skilled and experienced Branch Business Manager to join our team. As a key member of our Consumer Banking Group, you will be responsible for leading sales and service teams to deliver exceptional customer experiences and drive business growth.

Key Responsibilities:
  • Lead sales performance and business development initiatives to achieve branch objectives and sales targets.
  • Conduct business planning and identify opportunities to introduce new sales initiatives and boost branch performance.
  • Ensure CRM call activities align with Relationship Management Model and weekly sales planning is executed to achieve growth and retention targets.
  • Prioritize staff focus on sales activities and conduct regular review meetings to maximize sales capacity and effectiveness.
  • Work with the CSM to ensure an effective referral program is in place and targets are achieved by CS staff.
  • Maintain business and social contacts to manage and develop business, improve penetration, and expand the customer base.
  • Perform RI regulated activities and TR insurance activities.
  • Reflect customer feedback and competitive situation and recommend suggestions to the District Head.
Requirements:
  • Degree holder, preferably in business or finance-related discipline.
  • Minimum 3 years of sales experience in investment and insurance products.
  • Knowledge of home loans, unit trust, insurance, wealth management, etc. products of the Bank.
  • Knowledge of financial planning and analysis, credit assessment, and analysis.
  • Strong interpersonal and communication skills, with the ability to collaborate across teams and stakeholders.
  • Good education background, preferably up to University Level.
  • Must be registered RI [Regulated Activities: Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
  • Must be registered TR [General & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2, 3 & 5; or equivalent.
  • Preferably be registered CI - CRWP (ECF-RWM).
  • CFP and CFA designation would be an advantage.
  • Fluent in Mandarin and English are required.
  • Relevant experience in dealing with overseas customers is required.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognizes your achievements.

We regret only shortlisted candidates will be notified.



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