Team Head, Wealth Management (Branch Sales Lead)

OCBC Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

OCBC Bank (Hong Kong) Limited is seeking a seasoned banking professional to lead a team of Personal Financial Consultants and Premier Relationship Managers. You will formulate strategies to meet KPIs, identify new Premier customers, and drive deposits, investments, and insurance revenues while maintaining high service standards.

Fluent in English, Cantonese, and Mandarin, you will oversee regulatory compliance, credit controls, and sales activities, ensuring disciplined execution under pressure

Qualifications

• Extensive banking experience with at least 10 years in retail banking.
• 2+ years in a supervisory role overseeing sales teams.
• Strong knowledge of investment and insurance products.

Responsibilities

• Lead and coach Personal Financial Consultants and Premier Relationship Managers.
• Formulate business strategies to meet Team KPIs.
• Identify sales opportunities to acquire Premier customers and grow deposits and revenues.
• Ensure high-quality customer service and handle enquiries.
• Ensure compliance with credit, operational and account opening regulations.

Skills

Sales leadership

Data analysis

Multilingual

Banking products

Education

University degree in Business

Tools

MS Office

Job description

• Retail banking / Consumer Financial Services
• Manage sales team in branch / KPI management
• Sales and customer service oriented / people management skills

What you will be doing:

• Manage and coach a team of Personal Financial Consultant and Premier Relationship Managers

• Formulate business strategies to meet the Team Key Performance Indicators

• Identify sales opportunities to acquire new Premier customers, grow deposits, investment revenues, insurance revenues and related financial KPI

• Lead the Team to provide quality customer service and customer enquiries handling

• Ensure adherence to credit, operational, account opening, and sales activities are in compliance with regulatory and control requirements of the Bank at all times

• Have strong sales discipline and provide support to the BM in business growth
  

What we are looking for:

• Min 10 years of banking experience, of which 2 years in supervisory role, in selling various retail banking products particularly in investment and insurance products.

• Preferably university degree graduate in Business, Finance, Accounting, or related disciplines

• Pass HKSI and IIQE Licensing requirements

• Proficient in English, Cantonese and Mandarin. Good PC skills.

• Excellent interpersonal skills, strong sales drive

• Good data analysis skills

• Ability to work under pressure and with strategic mind set

• Possess qualifications of ECF-RWM would be an advantage