Hang Seng Bank

Prestige Sales Leader

Hang Seng Bank
Full Time
Lead (more than 10 years)
English, Cantonese

Job Description

Prestige Sales Leader

Prestige Sales Leader

Retail Distribution - District Branches

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 170 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our branch network as Prestige Sales Leader.

Principal responsibilities:
  • Formulate and implement localized sales and marketing plans for the Prestige Banking Centre to achieve the assigned business targets, as well as direct and manage the operation of the centre to maximize service quality and productivity
  • Develop relationship management systems and implement various customer loyalty programs to maximize customer loyalty and monitor customer attrition rate
  • Organize product briefing, experience sharing and role play sessions to enhance team members' product, investment knowledge and selling skills
  • Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting by observing the relevant policies and guidelines issued by the Bank and the Group
  • University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
  • Minimum 10 years of sales experience including 5 years in managing the portfolio of high net worth customers
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
e-mail: recruit01@hangseng.com

Professional Qualifications

  • Certified Financial Marketing Professional (CFMP)
  • Certified Financial Planner (CFP)
  • CFA Level III / CFA Charterholder

Technical Skills

  • Marketing
  • Operational Risk
  • Relationship Management
  • Sales