Prestige Banking Sales Leader

HSBC; Hong Kong Island; On-site; HKD 500,000 - 800,000; Full time

Job summary

Hang Seng Bank Limited is seeking a Prestige Sales Manager to lead branch-based sales and client relationship initiatives within the Cross-Boundary Banking framework. You will drive localized plans for Prestige Banking Centre, supervise operations, and develop loyalty programs to retain high-net-worth clients.

You will organize product briefings, coach staff on investment knowledge, manage risk, and ensure compliance with bank policies in a fast-paced, Agile environment.

Qualifications

• University degree in Business Administration or related qualifications such as CFA/CFP/CFMP.
• HKIB ARWP or CRWP preferred.
• Proven sales experience including managing the portfolio of high net worth customers.
• Strong communication, interpersonal and analytical skills.
• Bilingual in English and Chinese.
• Ability to work under pressure and in an Agile environment.
• Professional qualifications such as ECF or CB would be an advantage.

Responsibilities

• Formulate and implement localized sales and marketing plans for the Prestige Banking Centre to achieve the assigned business targets, as well as direct and manage the operation of the centre to maximize service quality and productivity.
• Develop relationship management systems and implement various customer loyalty programs to maximize customer loyalty and monitor customer attrition rate.
• Organize product briefing, experience sharing and role play sessions to enhance team members’ product/investment knowledge and selling skills.
• Manage operational risk, including its identification, assessment, mitigation and controls, loss identification and reporting by observing the relevant policies and guidelines issued by the Bank and the Group.

Skills

Sales experience

Portfolio management

Communication skills

Analytical skills

Bilingual English/Chinese

Agile mindset

Self-motivation

HKIB qualifications (ARWP/CRWP)

Education

Business Administration degree

CFA/CFP/CFMP (preferred)

Job description

Hang Seng Bank Limited is seeking a Prestige Sales Manager to lead branch-based sales and client relationship initiatives within the Cross-Boundary Banking framework. You will drive localized plans for Prestige Banking Centre, supervise operations, and develop loyalty programs to retain high-net-worth clients.

You will organize product briefings, coach staff on investment knowledge, manage risk, and ensure compliance with bank policies in a fast-paced, Agile environment.