Head of Branch Sales Executive

Main Responsibilities

Team Management:

- Manage the Branch Sales team to engage with high potential customers in order to expand premier segment by acquiring new customers or upgrade high net worth customers
- Drive sales activities to increase customers' AUM and Investment & Insurance penetration
- Lead the team to achieve strategic plans and customer targets
- Assist head of cognitive banking in developing short- and long-term business strategies in order to maximize market share and revenue
- Orient the business strategy to match market needs and ensure competitiveness with other rival banks
- Identify high potential customers for relationship manager to further excavate
- Act as point of contact for all branches on sales enquiries

Sales Governance and Compliance Control:

- Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures
 

Requirements

- Bachelor's degree in business, finance or other relevant qualification
- Minimum 8 years banking experience in retail banking or retail distribution
- Qualifications in IIQE/HKSI related areas are required
- CFP/CFA qualification preferred
- Extensive knowledge of retail banking business, innovative product solutions, current financial and acquisition planning and activities
- Broad knowledge of all aspects of retail banking business
- Strong communication skills in both English and Chinese (Cantonese & Mandarin)
 

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.