Principal Accountabilities:

Responsible in achieving targets and contribute towards the branch’s business and bottom line, in line with the bank’s wealth management strategy.

Leads and manages the Premier Sales team effectively to achieve Wealth Management (WEM) targets as well as to enhance sales staff performance and productivity.

Ability to analyze market, resources and sales staff capability to devise a structured and effective sales plan for execution.

Responsible in continually monitoring the team’s daily/weekly/monthly sales performance against plan, and keeping the branch manager regularly informed of the progress (observe daily discipline).

Ensures all the Relationship Managers are utilizing HSBC sales process and applying financial planning concept when dealing with their portfolio of customers.

Responsible for championing the Premier proposition through distinguished service and sales initiatives.

Plays a crucial role in assisting the premier team to develop relationships with targeted top 20 and high net worth customers through frequent contacts.

Effectively manages the Premier Centre as a one stop Wealth Management and Premier solutions provider for our customers.

Responsible for creating a positive staff morale, motivation and actively manages performance of the premier team.

To maintain HSBC internal control standards and ensures a high standard of operational efficiency.