Wealth Sales Team Head, Onshore Banking

GCB 5

We are currently seeking a high calibre professional to join our team as a Wealth Sales Team Head, Onshore Banking. 

In this role you will:

• Lead, develop and manage a team of Personal Wealth Managers managing our Personal Banking clients to ensure achievement of the business objectives
• The incumbent has a vital role to play in effectively leading and implementing change as an integral part of delivering business strategies
• 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)
• Create and maintain an environment the team maximizes performances in achieving overall IWPB objectives
• Ensure the business run effectively and efficiently in accordance to the IWPB operating model
• Passionate in coaching and guiding PWMs via GROW model to guide and upskill the team
• Perform continuous customer base and leads 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 and insurance specialists to provide holistic solutions to our onshore banking Personal Banking clients
• Ability to constantly inspect what we expect on team’s deliverables on regular basis
• 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
• Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
• Ensure the team adhere to all KYC/AML and other compliance norms are strictly adhere to
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

To be successful you will need:

• The successful candidate has relevant academic qualifications and over 5 years of work experience in Wealth Management, preferably with a proven and successful track record of leading a team
• Highly driven and possess the ability to succeed within a challenging environment
• Strong intrinsic motivation to effectively recruit, groom and manage a team of young bankers to fulfil customers' personal banking and wealth management needs
• Strong understanding of sales processes, 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
• 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

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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