AVP/VP, Branch Business Manager, Consumer Banking Group
Core
Lead sales performance and business development for a branch team in consumer banking, driving growth and retention through needs-based selling and service compliance.
Role type
Senior IC branch business manager (consumer banking)
Builds
Branch sales targets, customer acquisition, and retention within the consumer banking segment
Domain
Consumer banking, wealth management, insurance, and mortgages
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
sales management, business planning, team coaching, customer experience management, regulatory compliance, financial product knowledge, Mandarin fluency, English fluency, overseas customer handling
Preferred skills
CFP designation, CFA designation, CI – CRWP registration
Technologies
CRM systems, HKSI Licensing Examination tools, IIQE tools
Responsibilities
Lead and drive sales performance through needs-based selling and service compliance; Conduct business planning to identify branch-specific opportunities and introduce new sales initiatives; Supervise staff day-to-day performance, coach and develop staff, and maintain discipline; Lead sales and CS staff to provide the best customer experience and resolve complaints; Supervise operations to ensure compliance with external regulatory codes and internal policies.
Seniority
Senior, hands-on IC