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We are currently seeking an experienced professional to join our team.
In this role, you will:
l Work with Field Managers to implement the action plans.
l Monitor daily operational processes in the team.
l Work closely with sales support and operation staff to facilitate smooth execution of the sales process.
l Act as the primary point of contact for procedural guidance, and ensure effective usage of sales tools and sales support materials.
l Take responsibility for monitoring the team to complete the mandatory trainings.
l Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment.
l Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making.
l Ensure self and team activities comply with relevant legal and regulatory requirements and meets HSBC standards and procedures.
To be successful in the role, you should meet the following requirements:
l University degree or above in business administration or equivalent
l Minimum 5-8 years sales, customer relationship management and team-leading experience in the financial services industry
l Strong coaching skills and business acumen
l Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships
l Highly motivated and self-disciplined with the ability to work effectively and independently
l Possess the ability to apply entrepreneurial and commercial thinking to deliver team’s business performance
l Strong verbal and written communication skills in Chinese and basic knowledge of English