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: SVP and Head of Distribution

Purpose of the Job

The role, operating in a highly competitive, complex, regulatory, global environment, will lead the responsible regional branch network team in Taiwan through this transformational change journey over the next 3 years to make IWPB into reality.

Directing the implementation of strategies to drive and expand customer relationships through consistent sale and servicing of personal and commercial financial service products. The role will need to deliver the Network strategy, being accountable for the implementation of face to face delivery of the IWPB plan including overall structure, sales goals, P&L performance and leads/sales prospect management.

Transformation to the Target Business Model and Target Operating Model is a key deliverable of this role.

Principal Accountability

1. Drive and lead sales and service activities across face to face channel to ensure the customer experience and sales opportunities are optimized within the respective global customer propositions and that the customer experience is consistent regardless of the channel through which they interact with us whether human or digital.
2. Ensure close connection between market trends/client needs and ultimate product/channel delivery and business strategy, driving projects in response to market changes and opportunities and in line with HSBC Group strategy.
3. Appropriately resource all areas of the business by recruiting & retaining the highest quality, customer centric people
4. Foster and develop a customer centric ethos, use customer insight to continuously enhance a seamless customer experience, increasing customer loyalty, advocacy and retention.
5. Ensure activities are consistent across distribution channels, with provision of superior customer service and a customer-driven approach.
6. Directs strategic goals, in conjunction with business heads/key stakeholders, to build a profitable and sustainable business where channels are complementary, not competing.

Skills Requirements

• Bachelor's degree in business, finance, related field or equivalent experience
• Proven and progressive branch banking and/or commercial lending experience or equivalent, including a minimum of 6 years proven and progressive management experience or equivalent
• Strong leadership, managerial, strategic planning (including financial planning and management), organizational, decision-making, problem-solving, communications, analytical, interpersonal, motivational, negotiation, project management, sales and team-building skills
• Professional qualification as required by Taiwan regulation

License/Qualification Requirement

Must obtain Trust L2 , SPS, Internal Audit & Control, 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, 防制洗錢及打擊資訊 and 外匯覆核人員