Branch Sales Manager
1 month ago
At HSBC, we're committed to helping our customers achieve their financial goals. As a Branch Sales Manager, you'll play a vital role in leading our team of Premier Relationship Managers and HSBC Premier Elite Directors to deliver exceptional results and drive business growth.
Key Responsibilities:- Contribute to the Bank's objectives by formulating and implementing the branch's business plan.
- Encourage the team to deepen customer relationships by fulfilling their needs and contributing to service initiatives for existing and new customers.
- Monitor and control product performance for Relationship Management stream.
- Collaborate with specialists to drive branch activities.
- Work closely with other branch management teams and specialists.
- Ensure staff conduct regular reviews with customers and provide appropriate wealth management products according to customer needs.
- Take responsibility for the development of staff in the team to ensure the Bank's strategy in wealth management can be successfully implemented.
- Develop the relationship manager team culture and build a strong sense of team spirit.
- University degree in a relevant discipline.
- Proven frontline experience in financial services, with outstanding track record of supervisory experience in a management capacity.
- Good knowledge of all wealth management products, including insurance and investment, with expertise in financial planning and customer portfolio management.
- Proven track record in client portfolio management.
- Strong presentation skills with a commercial orientation.
- Excellent leadership and people management skills to lead a driven team with promising results.
- Well-developed interpersonal and communication skills.
- Clear view on how to work with Compliance, Credit, and Risk, and Internal Control to ensure a balanced risk operating environment.
- Certified Financial Planner qualification would be an advantage.
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements.
- Fluency in both English and Cantonese, with knowledge of Putonghua preferred.
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