Overall management of the branch including sales and service operation. Ensure that all staff especially the Personal Banker / Relationship Manager in the branch are focused on the performance of retail sales activities to achieve customer satisfaction, operational & compliance requirements and pre-determined total revenue targets cascaded by the bank.
1. Business Focus
To achieve the wealth business targets set by the Management for the sub-branch
2. Customer Service Focus
To project a positive image and implement a service-driven business environment.
3. Compliance Focus
Ensure that all operations are in strict compliance to internal policies & guidelines and external requirements so as to fulfil internal and external auditors' expectations.
4. Staff Management Focus
Ensure that staff are managed to support business objectives.
5. Training & Development
Identify staff's training needs & their potential and provide relevant training and development for them as well as participate in the training of staff so as to match their abilities and work skills to meet job requirements and advancements.
Experience and Requirements
- Recognised Tertiary Education in Business Administration, Banking and Finance or equivalent discipline
- At least 5 years related working experience
- Necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 1B, 5, 6, 6A, 8, 8A, 9, 9A and Health Insurance
- Outstanding analysis and communication skills
- Sound written and spoken communication skills in English and Chinese so as to communicate with Chinese-speaking customers