Job Description - Head of Sales & Distribution
Drive branch network, Wealth Management Center and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank. Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank. Develop and execute a strategic roadmap to expand market presence in Macau and maximize synergies between Hong Kong and Macau Office. Collaborate with cross-functional teams across HK and Macau to develop and execute effective product launch plans and maximize market penetration and revenue generation. Manage the entire product life cycle, including market research, product selection, due diligence, channel management, product launching, and maintenance for wealth management products. Streamline selling processes and channel operations to enhance sales effectiveness and strengthen customer experience. Provide professional advisory, training, and coaching to the sales team for equipping professional sales experts on I&I products. Motivate and manage sales teams to ensure effective and timely communication of business and product updates, fostering a high-performance culture and ensuring alignment with the sales strategy. Stay updated on market practice and industry developments to maintain competitiveness in product offerings and customer experience. Prepare sales management reports, including sales pipelines and sales tracking and conduct business analysis for management review. Participate in the development and implementation of compliance, systems, and procedures initiatives for investment advisory functions.
Wealth Management,Investment Advisory
Bachelor Degree in Finance/Banking/Management or a related discipline. 10+ years of relevant experience in handling I&I products sales and services. Possesses professional licensing qualifications as required by local regulatory bodies. Strong knowledge of a wide range of wealth management products, with expertise in customer portfolio management and related selling. Demonstrates a strategic mindset, good business sense and a strong commitment to sales. Excellent interpersonal and communication skills, capable of leading a sales team and collaborating effectively as a team player. Fluent in written and verbal English and Cantonese, with a communicative level of Mandarin. Ability to adapt to a fast-paced, dynamic environment and stay updated with industry trends and regulatory changes. Frequent travel to Macau is required.
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