Job Description

International Wealth and Premier Banking (IWPB) 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: VP and Branch Manager

Job content:

To plan, organize, direct, develop, and deliver the Wealth Management services in difference branches in Taiwan. The jobholder is accountable for achieving ROP sales goal of the respective team for Investment, Insurance, TRB, and CIF. Besides achieving AOP, the jobholder is also responsible for growing our market share and establishing HSBC as the most preferred bank for Wealth Management business in the respective area. Effective tactics and a high quality execution are keys to capture the business dynamics and opportunities.

• To ensure the growth and profitability of the respective PRM team and to achieve the set ROP.
• To ensure efficient operations of the respective PRM team and to achieve a high standard of Financial Planning that is in line with the bank’s direction.
• To develop the PRM in the respective team in term of job knowledge and demonstration of the bank’s core values.
• To ensure the effectiveness of cross-team cooperation in the branch.
• To enhance the image of the bank as a leading player in Wealth Management business in respective area.
• To foster a positive sales culture that all team members welcome changes and challenges and are highly self-motivated.
• To safeguard the bank from potential losses.

Skills Requirements

• College graduate or above
• Has working experience in financial service industry
• Prior experience in a sales/service role is preferred

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 and 外匯覆核人員