Wealth Sales Team Head, Offshore Banking

GCB 5

We are currently seeking a high calibre professional to join our team as a Wealth Sales Director, Offshore Banking. 

In this role you will:

• Demonstrate strong ability to lead the team to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
• Lead, develop and manage a team of Relationship managers managing our premier clients to ensure achievement of the business objectives, passionate to coach and guide the team
• Focus on nurturing and activating team’s portfolio of clients to fund up to Premier Balance, thereby making referrals to Core RM teams
• Educating the team to drive client to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
• Perform continuous team’s portfolio analysis to identify potential client leads and opportunities
• Detailed, meticulous and precise in identifying opportunities and gaps and ability to craft out quick business strategies to achieve business goals
• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Ability to constantly inspect what we expect on team’s deliverables on regular basis

To be successful you will:

• The successful candidate has strong academic qualifications and in depth knowledge in Wealth Management with a proven track record of leading a team
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet overall team’s objectives
• Highly driven and possess the ability to succeed within a challenging environment
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs

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 regards 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.

Opening up a world of opportunity
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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