Service Manager Team Lead, Global Private Banking

We are currently seeking a high calibre professional to join our team as a Service Manager Team Lead, Global Private Banking

In this role you will:

• To lead Service Manager (SMO), Global Private Banking team to provide excellent service and support to Private Banking Relationship Manager (PBRM)
• To lead and drive SMO team on transaction banking business, building, and maintaining relationships with clients based on credibility, reliability, and personal interest
• To lead and drive SMO team to identify wealth opportunities and refer business to PBRM as appropriate
• To ensure excellent level of customer service with exceeding client expectations delivery
• To comply with all regulations, operation guidelines and managing financial crime risk

To be successful you will need:

• With years of frontline sales experience in financial services, equivalent relationship management experience in managing high net worth client portfolios is preferred
• Proven years sales supervisory experience in management capacity with outstanding track record
• Possess good knowledge of all wealth management products including insurance and investment with an expertise in financial planning and customer portfolio management
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Required insurance and investment licenses holder
• Strong selling and presentation skills, leadership, people management/coaching skills, excellent interpersonal ad communication skills
• Fluent in both English and Cantonese, with knowledge in Putonghua is preferred

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role. 

You’ll achieve more when you join HSBC.

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Issued by The Hongkong and Shanghai Banking Corporation Limited