Head of District Wealth Management (WMM), Retail Banking

Full-time
Senior (6-10 years)

Technical Skills

  • Compliance
  • Corporate Communications
  • Economics
  • Life Insurance
  • MPF
  • Performance Management
  • Risk Management
  • Sales
  • Sales Management
  • Training
  • Wealth Management

Job Description

Head of District Wealth Management (WMM), Retail Banking

Location: Hong Kong

Responsibilities:

  • Recommend and develop sales management strategic plans and staff training / coaching programs for driving wealth management business in the sphere of investment and insurance products of retail banking to meet the overall business objectives
  • Carry out strategic sales implementation plans, sales performance management tools and sales process streamlining initiatives, etc. for investment and insurance products according to the sales results and productivity analysis to enhance sales effectiveness and efficiency of designated area(s)
  • Prepare and compile training materials to facilitate effective training, with continuous evaluations and ongoing support / field coaching
  • Coach and nurture sales staff to enhance sales productivity and performance to achieve business goals
  • Review and monitor the implementation of sales plans and drive to achieve persistent results
  • Cultivate and foster a culture of strong sense of integrity and compliance among branch management and sales staff through delivering good practices of investment and insurance sales compliance and control

Requirements:

  • At least 8 years' experience in banking or financial industry, 5 years of which must be hands-on sales management experience related to investment and insurance business. Candidate with frontline sales experience is preferred
  • Sound knowledge in investment and insurance business, retail banking operation, risk management and business practices
  • Strong banking sense and self-motivated with good coaching and sales management skills and be able to work independently
  • Possess a strong sense of awareness to people, being able to identify bottlenecks and motivate sales staff appropriately
  • Excellent communications and presentation skills with good command of English and Chinese in both spoken and written including Putonghua
  • Degree holder with major in Business Administration, Finance, Economics, or related discipline
  • Possess qualification in IIQE, HKSI & MPF
  • Candidate with professional qualification(s) such as CFMP / CFPCM / CFA / FRM / FLMI, or other similar finance or life insurance related professional qualification(s) is preferable

#LI

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
QualificationCertified Financial Risk Manager (FRM), CFA Level III / CFA Charterholder, Fellow, Life Management Institute (FLMI), HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station