Description
Join Hang Seng as a Prestige Private Wealth Centre Team Head II and make a real impression. You will lead the Prestige Private RMs and manage the centre to achieve assigned KPIs through formulating and implementing localized sales and marketing strategies and monitoring their effectiveness.
Principal responsibilities:
- Lead the Prestige Private RMs and manage the centre to achieve assigned KPIs
- Organize various promotional activities for acquiring new business
- Monitor and review sales process to improve sales efficiency and enhance customer experience
- Organize product briefing, experience sharing and role play sessions to enhance team members' product/investment knowledge and selling skills
- Support Prestige Private RMs in providing investment consultancy services to enhance professionalism of our service for high-net-worth, mainlander and offshore customers
- Develop mechanisms to monitor sales quality
- Set clear performance targets and objectives and monitoring their progress regularly
- Enhance the competencies and professionalism of the sales team to improve sales performance via sales coaching
- Provide initiatives to streamline sales procedures, enhance customer experience and system enhancement proactively
- Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting
Requirements:
- University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
- Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
- Proven sales experience in managing the portfolio of high net worth, mainlander and offshore customers with people management experience preferable
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively
- Able to inspire others to achieve their goals/ambitions in a variety of situations
- Fluency in spoken and written Chinese and English
- Proficiency in spoken and written English and Chinese; high proficiency in Mandarin is a MUST
- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.