Head of Sales Performance and Effectiveness

Some careers open more doors than others. 

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Within International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. The International Wealth and Premier Banking Chief Operating Office supports the business to deliver exceptional customer journeys and increase efficiency across our global network. We support the business through effective governance, financial and risk management, transformation, and operational management, ensuring that all International Wealth and Premier Banking business units and markets have the right capabilities and procedures to compete effectively and grow safely. We work in an agile manner and at pace, partnering with teams in Technology and Digital Business Services to bring innovative, digital-first solutions to our customers. 

We are currently seeking a high calibre professional to join our team as a Head of Sales Performance and Effectiveness.

Ready to shape global sales performance across HSBC Wealth and Premier?

Why HSBC

HSBC is one of the largest banking and financial services organisations in the world. Guided by our purpose of opening up a world of opportunity, our ambition is to become the world’s most trusted bank globally, putting customers at the heart of everything we do.

The Role

As Head of Sales Performance & Effectiveness you’ll set the global approach to improving sales outcomes across Wealth and Premier distribution. The role focuses on turning insight into action - shaping strategy, optimising processes and strengthening how performance is measured and managed. You’ll partner across Insurance, Asset Management, Private Banking and Premier to align sales practices and priorities. A key part of the remit is building a sales management framework that supports both financial performance and broader measures of success. You’ll also shape incentives and sales platform utilisation to improve productivity across sales roles. Success means clearer performance management, better decision-making from analytics and consistent execution across markets.

What you'll be doing

• Define and champion the global vision and strategy for Sales Performance & Effectiveness aligned to organisational goals
• Shape the sales management framework for the Premier and Wealth distribution team across financial and non-financial performance
• Identify opportunities to uplift performance using robust business insights and proprietary analysis
• Align sales effectiveness initiatives to business priorities across Markets, Propositions, Channels and Functions
• Partner with stakeholders across Insurance, Asset Management, Private Banking and Premier to optimise sales practices
• Deliver incentive implementation and continuous model optimisation in partnership with global P&R
• Design the sales platform approach and strengthen utilisation to boost productivity across sales roles
• Establish KPIs and performance metrics to measure distribution effectiveness and overall business performance

What we're looking for

• Bring deep understanding of sales and service strategies in financial services including channel and product management and sales process optimisation
• Demonstrate experience setting strategic direction across Group, Region and Market teams in a matrix environment
• Show broad understanding of Wealth and Premier banking including issues shaping customer and marketing agendas
• Apply strong knowledge of CRM systems and how they support sales management and productivity
• Use sales operations, analytics and planning experience to turn data into actionable insights including Distribution Operating Plan inputs
• Navigate culture, supervision and conduct frameworks with awareness of the external environment including regulatory and competitor factors
• Influence senior stakeholders and communicate effectively across all levels of an organisation
• Plan and manage complex projects while prioritising multiple demands with strong numerical and analytical capability

Building global sales effectiveness

This role offers the opportunity to shape how HSBC improves sales performance across Wealth and Premier at a global level. You’ll connect strategy, incentives, platforms and analytics to create clearer execution and better outcomes for customers and the business. Working across products, channels and markets you’ll help establish consistent practices that support sustainable performance. If you’re ready to take on a role with broad reach and tangible impact we’d welcome your application.

Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited