Prestige Private Wealth Ctr Team Head II

Leadingnation; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Hang Seng Bank Limited is seeking a high-caliber leader for the Prestige Private Wealth Centre Team Head II in Hong Kong. The role oversees a team of Private RMs, driving growth, client coverage, and risk controls while delivering exceptional service to high-net-worth, mainlander and offshore clients.

The ideal candidate holds a business degree with professional qualifications (CFA/CFP/CFMP or HKIB competencies) and demonstrates strong sales leadership, Mandarin proficiency, and the ability to

Qualifications

• University degree in Business Administration or equivalent, CFA/CFP/CFMP would be an advantage.
• Passes in Insurance Intermediaries Qualifying Examinations/HKSI Licensing Examinations.
• Proven sales experience in high net worth, mainlander and offshore client portfolios with people management exposure.
• High level of customer centricity and commitment to delivering exceptional service.
• Ability to inspire teams to achieve goals across diverse situations.
• Fluency in Chinese and English; Mandarin proficiency is a must.
• Professional qualifications like ECF or CB under HKIB are advantageous.

Responsibilities

• Lead the Prestige Private RMs and manage the centre to achieve KPIs through localized sales and marketing strategies.
• Organize promotional activities to acquire new business.
• Monitor and review sales processes to improve efficiency and customer experience.
• Coordinate product briefings and role plays to enhance product/investment knowledge.
• Provide investment consultancy services to high-net-worth, mainlander and offshore clients.
• Develop mechanisms to monitor sales quality and set performance targets.
• Enhance sales team professionalism through coaching and training.
• Streamline sales procedures and improve customer experience and system efficiency.
• Manage operational risk by adhering to Bank and Group policies.

Skills

Sales leadership

Wealth management

People management

Bilingual CN/EN

Education

Bachelor degree in Business Administration

CFA

CFP

CFMP

HKIB licensing exams

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Retail Distribution – Branch NetworkRBW

Hang Seng'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 250 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.

We are currently seeking a high caliber professional to join our branch network as Prestige Private Wealth Centre Team Head II, reporting to Branch Manager.

Principal responsibilities

• Lead the Prestige Private RMs and manage the centre to achieve assigned KPIs through formulating and implementing localized sales and marketing strategies and monitoring their effectiveness
• Organize various promotional activities for acquiring new business
• Monitor and review sales process to improve sales efficiency and enhance customer experience
• Organize product briefing, experience sharing and role play sessions to enhance team members’ product/ investment knowledge and selling skills
• Support Prestige Private RMs in providing investment consultancy services to enhance professionalism of our service for high-net-worth, mainlander and offshore customers
• Develop mechanisms to monitor sales quality
• Set clear performance targets and objectives and monitoring their progress regularly
• Enhance the competencies and professionalism of the sales team to improve sales performance via sales coaching
• Provide initiatives to streamline sales procedures, enhance customer experience and system enhancement proactively
• 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

Requirements

• University degree in Business Administration or other relevant qualifications such as CFA, CFP or CFMP
• Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
• Proven sales experience in managing the portfolio of high net worth, mainlander and offshore customers with people management experience preferable
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively
• Able to inspire others to achieve their goals/ambitions in a variety of situations
• Fluency in spoken and written Chinese and English Proficiency in spoken and written English and Chinese; high proficiency in Mandarin is a MUST
• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
• Primary location shown in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer toHong Kong Monetary Authority - Mandatory Reference Checking Scheme.

You’ll achieve more when you join Hang Seng Bank Limited.
www.hangseng.com/careers
https://www.linkedin.com/company/hang-seng-bank

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.
Issued by Hang Seng Bank Limited