Branch Sales Manager - Retail Banking and Wealth Management

Full Time
Tsim Sha Tsui
Junior (less than 3 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Branch Sales Manager - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Tsim Sha Tsui

Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Branch Sales Manager.
Principal responsibilities
  • Contribute to the Bank’s objectives according to the formulation and implementation of the branch’s 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 and Wealth Management streams respectively
  • 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
  • Certified Financial Planner qualification
  • 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
  • Appropriate insurance, investment and Mandatory Provident Fund product licenses
  • Strong presentation skills with a commercial orientation
  • Excellent leadership and people management skills
  • Well-developed interpersonal and communication skills
  • Fluency in both English and Cantonese, with knowledge of Putonghua preferred 
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Professional Qualifications

  • Certified Financial Planner (CFP)

Technical Skills

  • Business Plans
  • Financial Planning
  • MPF
  • Relationship Management
  • Team Management
  • Wealth Management