HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), 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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Branch VRM has a central role to play in effectively implementing change as an integral part of delivering the whole WPB business strategy.
The role is a customer facing where leadership and meeting customer needs are critical to the success of the business. The role is to directly manage a portfolio of International Clients and build quality customer relationship via professional service and needs fulfillment.
The role shall support Branch Manager in delivering up-to-standard business requirement, customer satisfaction and quality control.
This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them. It will also entail reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners.
In order to deliver the business objectives you will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality and complete simple retail sales. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals.
In delivering the business objectives you must also maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team. Creating and maintaining an environment and relationships where you and the wider Branch team maximise performance in achieving the IWPB business objectives.
The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement.
The role is accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by HSBC Group.
To be successful in the role, you should meet the following requirements:
Bachelor's degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages
Attain appropriate professional and regulatory qualifications as required by market.
Attain any internal standards as required by HBCN
Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
Be ambitious about providing the highest standards of delivery to colleagues and clients
Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Be authentic and show ability to engage with colleagues and clients to deliver at pace
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
Technical Capabilities
Client Skills
Client focus
Sales orientation
Portfolio management
Communicating & influencing
Business Acumen
Marketplace knowledge
Business understanding
Solutions
Premier products and services
HSBC services and propositions
Processes
Risk and compliance
Business processes
Tools and systems
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
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