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Retail Distribution – Wealth Sales Distribution
the bank's Retail Distribution focuses on personal wealth management and financial services.
Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers.
With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are currently seeking a high caliber professional to join our Wealth Sales Distribution as Prestige Insurance Sales Manager II.
Principal responsibilities
Lead, execute and proactively implement advanced coaching techniques to motivate and encourage learning and re-enforce application within the work place
Provide guidance to insurance specialist in the branches, and also responsible for formulating and implementing tactics/strategies
Monitor and review current sales process in order to improve channel efficiency and customer experience
Enhance capabilities and professionalism of the sales force to improve overall customer satisfaction
Manage the performance and ensure the professionalism and sales quality of team members
Ensure that all control measures relevant to the job are undertaken to minimize risk exposure of the Bank
Adhere to all relevant processes and procedures of the Group compliance policy and internal controls
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
University degree in Business Administration or other relevant qualification.
Proven experience in retail banking, with strong knowledge of insurance products
Excellent relationship building and stakeholder management skills
Strong leadership and coaching abilities
Good presentation, interpersonal, negotiation, communication and analytical skills
Good command of spoken and written English and Chinese
Passes in the Hong Kong Securities Institute Licensing Examination and Insurance Intermediaries Qualifying Examination and attains relevant professional qualifications such as CFP/CFMP/QRA/CFA an advantage
Customer centric mindset and ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Able to inspire others to achieve their goals/ambitions in a variety of situations
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
