Role Details
Reference Number
CB-HIB1
Job Title
Head of Intelligence Banking
Unit/Department
Consumer Banking
Location
Hong Kong
Job Posted
2023/08/29
Job Status
Full Time
Main Responsibilities
Team Management:
- Manage the Intelligence Banking team to engage with high potential customers and increase their AUM, fund transfer in and Investment & Insurance penetration; Expand premier segment with new or upgrade customers, enhance qualifying ratio and IPQ completion rate
- Lead the Intelligence Banking team to increase digital penetration and maximize sales and revenue; Increase mobile and online banking usage and penetration
- Identify high potential customers for relationship manager to further excavate
- Co-develop referral offers and plans to expand our customer base
- Collaborate with business units across the Bank to promote retail banking strategy's creation and implementation
- Assist head of cognitive banking in developing short- and long-term business strategies in order to maximize market share and revenue
- Orient the business strategy to match market needs and ensure competitiveness with other rival banks
- Provide coaching and on-the-job training to the team
Relationship Building and Services:
- Establish good relationship with both internal and external stakeholders
- Handle customer enquiries and complaints in a professional manner to ensure customer satisfaction
- Ensure the team to provide superior service to customers in accordance with Bank's required service standards
Sales Governance and Compliance Control:
- Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures
- Manage the Intelligence Banking team to engage with high potential customers and increase their AUM, fund transfer in and Investment & Insurance penetration; Expand premier segment with new or upgrade customers, enhance qualifying ratio and IPQ completion rate
- Lead the Intelligence Banking team to increase digital penetration and maximize sales and revenue; Increase mobile and online banking usage and penetration
- Identify high potential customers for relationship manager to further excavate
- Co-develop referral offers and plans to expand our customer base
- Collaborate with business units across the Bank to promote retail banking strategy's creation and implementation
- Assist head of cognitive banking in developing short- and long-term business strategies in order to maximize market share and revenue
- Orient the business strategy to match market needs and ensure competitiveness with other rival banks
- Provide coaching and on-the-job training to the team
Relationship Building and Services:
- Establish good relationship with both internal and external stakeholders
- Handle customer enquiries and complaints in a professional manner to ensure customer satisfaction
- Ensure the team to provide superior service to customers in accordance with Bank's required service standards
Sales Governance and Compliance Control:
- Adhere to Bank's and Regulators' policies, standards, operations guidelines/procedures, security and internal control measures
Requirements
- Bachelor's degree in business, finance or other relevant qualification
- Minimum 8 years banking experience in retail banking or retail distribution
- Qualifications in IIQE/HKSI related areas are required
- CFP/CFA qualification preferred
- Extensive knowledge of retail banking business, innovative product solutions, current financial and acquisition planning and activities
- Broad knowledge of all aspects of retail banking business
- Exposure to investment products and premier banking services preferred
- Strong communication skills in both English and Chinese (Cantonese & Mandarin)
- Minimum 8 years banking experience in retail banking or retail distribution
- Qualifications in IIQE/HKSI related areas are required
- CFP/CFA qualification preferred
- Extensive knowledge of retail banking business, innovative product solutions, current financial and acquisition planning and activities
- Broad knowledge of all aspects of retail banking business
- Exposure to investment products and premier banking services preferred
- Strong communication skills in both English and Chinese (Cantonese & Mandarin)
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.