- Business Plans
- Financial Planning
- Portfolio Management
- Relationship Management
- Team Management
- Wealth Management
Branch Sales Manager - Retail Banking and Wealth Management
Location: Asia Pacific-Hong Kong-Kowloon-Tsim Sha Tsui
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
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.
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.
- Certified Financial Planner (CFP)