Unit Manager, Wealth Services Team

Job Purpose:

To assist the Section Head to monitor the job efficiency, objective achievement and manpower planning. Set objective to all team members and monitors their performance so as to improve sales achievement.

Main Responsibilities:

• Understand and ensure all team members are compliance to internal guidelines, legal and regulatory requirement when delivering job duties
• Motivate and coach all team members to achieve sales targets, improve job satisfaction and loyalty.
• Manage resource effectively to support different Marketing campaigns and maximize sales output.
• Strengthen training in sales techniques and selling skills to sustain optimum results and maintain the image of professionalism
• Conduct performance review with team members on regular basis, provide feedback and counseling.
• Regular review on working procedures or sales transactions of wealth management products so as to ensure maintaining the high level of achievement and output.
• Support system enhancement and UAT of workflow related projects.
• Give idea to Marketing to develop or design new business product to boost up Bank profit yield.
• Collaborate with other departments to stimulate sales output of wealth management products through phone or other channels
• Train and develop subordinate staff members

Incumbent Requirements:

• University degree with minimum 7-years experience in sales of wealth management products with supervisory experience, or lower academic qualifications with substantial years of relevant experience.
• Professional licensing qualifications on HKSI Papers 1, 7 & 8
• Strong sales management skills and sales culture.
• Good in sales motivation and people management skills

Please note that only shortlisted candidates will be notified.