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VP, Branch Business Manager (Licensed), Consumer Banking Group

VP, Branch Business Manager (Licensed), Consumer Banking Group

DBS Bank (Hong Kong) LimitedHong Kong
4 days ago
Job description

Responsibilities

A) Sales Management and Business Development

  • Lead & drive sales performance on a team basis through needs-based selling and servicepliance to achieve Branch overall business objectives and sales targets.
  • Conduct business planning to identify branch specific opportunities and introduce new sales initiatives to boost branch performance.
  • Ensure CRM call activities in line with Relationship Management Model and weekly sales planning properly executed to achieve growth & retention targets.
  • Prioritize staff's focus sales activities and conduct regular review meetings to maximize their sales capacity and effectiveness.
  • Work with the CSM to ensure an effective referral program in place and targets are achieved by CS staff.
  • Maintain business and social contacts for the purpose of managing & developing business, improving penetration, & expanding customer base.
  • Perform RI regulated activities and TR insurance activities.
  • Reflect customer feedback &petitive situation and rmend suggestions to the District Head.

B) People Management and Development

  • Effectively deploy resources at the branch to maximize productivity within and across team(s).
  • Identify critical training needs of sales & CS staff, coach and develop staff to meet the performance standards.
  • Supervise staff's day-to-day performance and maintain discipline.
  • municate clearly & promptly through regular briefings / meetings and give on-going motivation, feedback, coaching & on-the-job training to support staff development & career advancement.
  • Build trust & morale among branch team and solve any staff issues fairly.
  • Provide development & support to trainees and new joiners assigned to the branch. In particular, ensure thepletion of in-branch orientation program for new staff.
  • Liaise with the District Head to attract, develop and retain high performing sales & CS staff.

    • C) Customer Experience Management

  • Lead all sales & CS staff to provide the best customer experience in the branch, ensuring the Bank's required service standards & models are met and the pre-set satisfaction level in various customer surveys / tracking programs are achieved.
  • Work closely with the CSM to manage service quality & efficiency of sales & CS staff, customer perception during queuing, POS display and branch environment.
  • Attend to customer needs promptly and resolve customers'plaints tactfully according to the Bank'splaint Handling and Escalation Procedures in a timely manner.

    • D) Audit andpliance Control

  • Supervise the operation and sales activities of staff to ensure fullpliance with both external regulatory codes / ordinance & internalpliance policies, standards, guidelines & procedures, particularly those applicable to the course of selling, sales staff's licensing and fitness & properness, KYC, IPQ, FNA, PDPO, anti-money laundering & documentationpleteness in a / c opening & in each deal.
  • Improve control andpliance quality for sales and branch operation through leadership, education, on-going monitoring & effective remedial actions.
  • ply with the registered capacity as well as any conditions imposed by the HKMA. This includespliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.

    • Requirements

  • Degree holder,preferably in business or finance related discipline
  • Minimum 3 years of sales experience in investment and insurance products
  • Knowledge of home loans, unit trust, insurance, wealth management, etc. products of the Bank.
  • Knowledge of financial planning and analysis, credit assessment and analysis.
  • Strong interpersonal andmunication skills, with the ability to collaborate across teams and stakeholders
  • Good education background, preferably up to University Level.
  • Must be registered RI [ Regulated Activities : Type 1 & 4] with passes in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent.
  • Must be registered TR [ General & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2, 3 & 5; or equivalent.
  • Preferably be registered CI - CRWP (ECF-RWM)
  • CFP and CFA designation would be an advantage.
  • Fluent in Mandarin and English are required
  • Relevant experience in dealing with overseas customers is required

    • Apply Now

    We offer apetitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

    We regret only shortlisted candidates will be notified.

  • en Job ID WD72652
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    Manager Manager • Hong Kong