Team Leader, Investment Product Expert - Hang Seng Bank
29 January, 2021
Principal responsibilities · Implement and follow the sales strategies set out by Area and deliver the appropriate sales plan with team member to achieve business targets · Lead the team members to execute an effective sales collaboration model to ensure the sales activities and quality product specialists support are in line with business initiatives. · Deliver a structured sales collaboration approach by devising quality product specialists support to branch and elevate the overall professionalism and investment selling skills of branch sales staff · Monitor team members’ activities and productivity metrics to ensure delivery is in accordance with sales pipeline · Conduct regular joint-call sales activities, portfolio review and pre-case study with sales staff and execute area’s sales plan to increase the investment business penetration in target customer segments · Set performance targets/objectives and monitor the progress regularly, identify training needs and provide guidance and mentor support to ensure the productivity and capability of team members are well managed · Keep abreast of relevant group guidelines as well as regulatory requirements, and identify their impacts and necessary controls on the sales activities under the branch network Qualifications · University degree in Business Administration or a related discipline · Around 7 years of retail banking sales experience in a supervisory role · Well versed in investment business with high level of momentum · Strong leadership and decision making abilities · Good interpersonal and communication skills · Good command of spoken and written English and Chinese · Passes in Hong Kong Securities Institute Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance · Attains relevant professional qualifications such as CFA/CFP/FRM 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 · High level of customer centricity mindset with dedication to deliver exceptional quality services for customer
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.