Prestige Private Wealth Centre Team Lead II

HSBC; Hong Kong; On-site; HKD 1,000,000 - 1,600,000; Full time

Job summary

Hang Seng Bank is seeking a high-caliber professional to head the Prestige Private Wealth Centre in Central. The role leads the Private RMs, develops localized sales strategies, and drives service excellence for high-net-worth, mainlander and offshore clients.

You will manage a team, oversee KPIs, and organize product briefings and promotional activities while ensuring top-tier client experience and risk controls. Mandarin proficiency is essential, with fluent English and Chinese required.

Qualifications

• University degree in Business Administration or related qualifications.
• Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations.
• Proven sales experience with high net worth, mainlander and offshore customers; people management experience preferable.
• Fluency in spoken and written Chinese and English; Mandarin proficiency is a MUST.

Responsibilities

• Lead the Prestige Private RMs and manage the centre to achieve KPIs via localized sales/marketing strategies.
• Organize promotions to acquire new business.
• Monitor and review sales processes to improve efficiency and customer experience.
• Organize product briefings, experience sharing and role-play to boost product/investment knowledge and selling skills.
• Support Prestige Private RMs in providing investment consultancy services for high-net-worth, mainlander and offshore clients.
• Set clear performance targets and monitor progress regularly.
• Enhance team competencies and professionalism through coaching to improve sales performance.
• Provide initiatives to streamline sales procedures and system enhancements.
• Manage operational risk, including risk identification, assessment, mitigation and controls.

Skills

Team leadership

Sales management

Customer-centric

Bilingual English/Chinese

Mandarin proficiency

Education

Bachelor's degree in Business Administration

CFA/CFP/CFMP advantageous

Job description

Hang Seng Bank is seeking a high-caliber professional to head the Prestige Private Wealth Centre in Central. The role leads the Private RMs, develops localized sales strategies, and drives service excellence for high-net-worth, mainlander and offshore clients.

You will manage a team, oversee KPIs, and organize product briefings and promotional activities while ensuring top-tier client experience and risk controls. Mandarin proficiency is essential, with fluent English and Chinese required.