The bank for a changing world

WM – Senior Business Manager - Core Clients Sales & Biz Dev - EL


Standard / Permanent


HK-Hong Kong (HK)-Hong Kong

Job function




Position Purpose


Assist the Head of Core Clients to develop & implement sales strategies & initiatives for the core client segment in order to increase wallet share of existing Core clients (including upgrading) and to acquire new Core Clients.  As this is a transversal role, candidate must be able to work via positive influence across all & markets and offer teams (Investment Services & Credit) and across 5 sites


Key Metrix – NNC, AuM & No. of Core Clients

Key Responsibilities


Selling Proposition

-          Assist Head of Core Clients to define the strategy & USP for the Core Segment

-          Work with internal stakeholders & external suppliers to deliver the USP including but not limited to product teams, B&C, Credit, Analytics team


Sales Efficiency

-          Assist Head of Core Clients to identify, organize & monitor transversal & by market sales drivers & KPI

-          Implement tools to facilitate the monitoring of sales efficiency

-          Assist Head of Core Clients in conducting periodic business performance reviews jointly with Market Heads

-          Develop sales campaigns to supplement & boost sales results

-          Review & enhance referral channels & assist to develop alternate channels (later)



-          Work with KCG team to monitor & track client upgrade & down grade



Compliance and Control

-         Act at all times in accordance to the Bank’s compliance & control framework

-         Contribute to defining & improving policies & procedures impacting sales & service delivery for Core Clients



-         Participate and/or lead projects as assigned by the Head of Core Clients

-         Assist Head of Core Clients other development projects just as activities on the Onshore Sites

-         Assist Head of Core Clients in Budgeting & Forecast



Competencies (Technical / Behavioral)


-          Deep understanding of sales management

-          Solid knowledge in wealth management activities and proven hands-on experience

-          Sound analytic skills

-          Good presentation and communication skills

-          Motivating, optimistic

-          Excited about building businesses

-          Ability to work via influence as opposed to direct hierarchy


Specific Qualifications Required


-          Degree holder with solid wealth management experience

-          Master degree a plus

-          15 years working experience