HSBC Group

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth Management

Wealth & Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus

on customer-centric propositions and innovative and efficient distribution channels. 

Principal Responsibilities 

• ·       In depth knowledge of holistic Financial Planning Strategies
• ·       Detailed understanding of generic financial vehicles and the areas of client needs they address in a financial plan
• ·       Displays high standards of behavioral coaching excellence
• ·       Advanced levels of presentation skills using different platforms
• ·       Up to date knowledge of global economic outlooks
• ·       Ability to create, manage and see through individual development plans
• ·       Able to demonstrate client centric goal related questioning techniques
• ·       A resilient change agent who can influence others
• ·       Experienced business manager with proven understanding of activity-based sales management
• ·       Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
• ·       Ambitious about providing the highest standards of delivery to colleagues and clients
• ·       Demonstrate ability to set stretch goals for self and the ability to deliver these with courage and tenacity
• ·       Authentic and show ability to engage with colleagues and clients to deliver at pace
• Make considered decisions that protect HSBC and our clients

·       Post Graduate with 5 to 10 years of relevant experience

·       Strong coaching and influencing skills

·       Indepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client management skills.

·       Previous experience and proven record as Premier RM, Premier Sales Manager, or Wealth Coach within HSBC or equivalent in other leading financial institution

·       Detailed knowledge of global anti money laundering standards

·       Knowledge of relevant regulatory governance in market

·       Knowledge of local and Group compliance regulations (the latter to be attained if new to HSBC)

·       Proven ability to multi-task in a fast paced work environment and prioritize work assignments

• Useful Link

Link to Careers Site: Click HERE 

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India