SVP Premier Elite Sales Head 卓越理財 尊尚客戶資深副總裁

<Job Summary>

International Wealth and Premier Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

People Responsibility: Y
Report To: SVP and Head of Premier Elite

Purpose of the Job:

• This is a customer facing role to implement and to drive Premier Elite strategy, including the acquisition of potential Premier Elite customers, relationship maintenance, holistically fulfilment of Premier Elite customers’ multiple needs via various retail and wealth products and services, avocation of HSBC value, and awareness of risk management, and to support Head of Premier Elite and in the delivery of business objective.
• With strong leadership, the role would lead and direct Premier Elite RMs to achieve the business objectives and to deliver expected performance measures in line with the business objectives.
• Accompanying with the delivery of business objectives, the role would also need to maintain the highest standards of risk management, control, and compliance required by the Group, closely anaging and guiding individual and collective control awareness.

Key responsibility of the Job:

• Lead the team to deliver the expected performance measures.
• Ensure sufficient sales activity and effective sales process in place to meet Premier Elite customers’ needs holistically.
• Lead the team in line with WPB Target Operating Model and other operational guidelines to achieve consistency of management of our people and delivery of service and sales to Premier Elite  customers.
• Leverage daily sales activity management information and other internal information tools to ensure the achievement of expected performance measures and business objectives.
• Identify and act on factors that would increase local competiveness through the development and execution of sales and/or service strategies and plans.

<Skills Requirements>  

• 大學(含)以上
• 具備專業銀行財富管理規劃相關經驗
• 具備良好溝通及人際互動能力
• 抗壓性強，樂觀面對挫折
• 具強烈企圖心，勇於接受挑戰，渴望成功
• 具說服力，喜歡與客戶建立關係
• Have Wealth and Personal Banking related management experience with strong logical thinking, negotiation, and leadership skills; covering front line and sales experience to support business growth.
• Proven track record in managing frontline staff to deliver business objectives. 
• Strong business acumen and ability to continually make trade-off decisions.
• Sound understanding of the HSBC business, network, customer segments, products offered and competitive market.
• Good knowledge and experience of business process.

<License/Qualification Requirement> 

Must obtain Trust L3 ,Life Insurance, SICE/SITE, SPS, Internal Audit & Control, Life Insurance,投資型保險商品業務員，人身保險業務員銷售外幣收付非投資型保險商品，外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員證照、法令遵循主管、法令遵循單位所屬人員及單位法令遵循主管(BUCO)、防制洗錢及打擊資恐專責主管、外匯覆核人員