HSBC Group

Global Private Banking & Wealth

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

In this role, you will:

- Collect effective business analytics to achieve frontline productivity of top themes and product ideas through systematic tracking and analysis

- Develop tracking for frontline scorecard and monitor the sales performance and effectiveness by systematical MI and deepened analysis

- Monitor trends of sales performance of Market and IC Teams and identify key gaps and opportunities for target achievement

- Make sure the training arrangement is aligned with the calendar of frontline and send punctual and accurate training notifications.

- Collaborate with other internal and external parties to roll out the training plan.

Qualifications

To be successful in the role, you should meet the following requirements:

·         Over 8 years of relevant business and product management experience in the banking industry, preferably Private Banking/ High Net Worth areas

·         Proven and solid working experience in financial institutions

·         Business management relevant experience in commercial banks

·         Former experience in learning and development or frontline engagement preferred

·         Strong capability in data analysis tools, including but not limit to knowledge of Microsoft Office Applications

·         Good communication and negotiation skills