Actively solicit new business and deepen existing and new relationships within the high net worth market segment
Promote full range of banking and wealth management products and services
Assist Branch Manager to lead the sales team to grow the Branch’s business in accordance to the budget plan and lead the sales team in achieving the sales & service targets by developing and implementing the business plans, overseeing branch performance and coaching colleagues to drive sales results while delivering excellent customer service
Perform other service-related duties assigned by the Branch Manager
Lead sales activities, provide coaching to sales force and achieve sales targets through robust activity management to increase income contribution from wealth management products with the aim to achieve fees income objectives
Ensure a consistently high level of service delivery to enhance customer satisfaction through developing and maintaining a strong service culture in exceeding customer expectations
Ensure sales team in compliance with the regulatory requirements as well as the internal compliance policies and guidelines including but not limited to anti-money laundering. Ensure sales team high standard of sales quality
Safeguard the Bank's reputation and protect the Bank from loss through strong oversight over regulatory and compliance matters of the sales team
Bachelor Degree or above in relevant discipline, e.g. Economics, Business Administration, Finance, etc.
Qualifications in IIQE/HKSI related areas are required, CFP would be an advantage
Minimum of 5 years’ experience in sales role, of which adequate experience in managing a unit with people management responsibilities would be an advantage
Excellent leadership and interpersonal skills with the ability to motivate the sales team and support teamwork
Good communication skills with proficiency in English, Cantonese & Putonghua
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
China Construction Bank (Asia) Corporation Limited (“CCB (Asia)") is the comprehensive and integrated commercial banking platform of China Construction Bank Corporation (“CCB") in Hong Kong. CCB (Asia) offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services, treasury business and cross-border financial services, etc.
We’re inviting high caliber professionals to share our vision and mark our success together.