
HSBC Branch Sales Manager - Wealth and Personal Banking
- Central and Western District, Hong Kong
- Permanent
- Full-time
- Contribute to the Bank's objectives according to the formulation and implementation of the branches business plan
- Encourage the team to deepen customer relationships by fulfilling the needs and to contribute service initiatives for existing and new to bank customers
- Monitor and take multiple level control of different product performance for Relationship Management stream
- Collaborate with specialists to drive branch activities
- Work closely with other branch management teams and specialists
- Ensure staff have conducted 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 communicationskills
- 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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