Branch Distribution & Services Department

Branch - Team Head, Relationship Manager (Job ID: 2631)

Responsibilities

• To be a team member of Branch Distribution & Services Department
• To implement business plans to lead team to achieve preset sales targets and objectives
• To generate new business for the branch
• To identify customers’ needs and match their needs with appropriate products and services
• To provide high quality customer service and professional advise in the best interests of customers
• To ensure branch sales are in compliance with the Bank’s policies, procedures and regulatory guidelines

Requirements

• University graduate, preferably with CFMP or CFP qualification
• Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
• Passes in the MPF and Insurance Intermediaries Qualifying Examination
• Minimum of 6 years' solid experience in banking sector, with at least 5 years of sales and marketing position in retail banking field
• Sound knowledge in retail banking products & services and able to lead a team to ensure excellent services are provided
• Strong technical knowledge of the Bank’s products and services
• Good understanding of relevant branch policies, procedures, practices, rules and sales compliance requirements
• Self-motivated and able to work under pressure
• Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage