Team Lead, Treasure RM, Treasures & Distribution, Consumer Banking Group
Core
Lead a branch sales team to drive business objectives, manage customer relationships, and ensure compliance in consumer banking.
Role type
Senior IC sales team lead (consumer banking)
Builds
Branch sales performance, customer retention, and regulatory compliance
Domain
Consumer Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
sales management, team leadership, strategic business planning, performance review, regulatory compliance (RI/TR), customer experience management, staff coaching, market analysis
Preferred skills
wealth management expertise (Investment & Insurance), CFP/CFA designation, CI-CRWP registration
Technologies
HKSI Licensing Examination Papers 1, 7 & 8; IIQE papers 1, 2, 3 & 5
Responsibilities
Lead and drive team sales performance to achieve branch targets; Develop and execute strategic business plans; Oversee call activities and weekly sales planning; Conduct performance reviews and staff development; Ensure adherence to regulatory requirements and internal compliance policies; Champion exceptional customer experience and resolve complaints
Seniority
Senior, hands-on IC