HSBC Group

To apply for a position in the Hang Seng China, all applicants or staff of third party vendors must read and acknowledge the following Personal Information Protection Policy for Job Applicant and Third Party Vendor's Staff carefully.
职位申请人及非职员工作人员个人信息保护政策

Being rooted from Hong Kong for over 9 decades, Hang Seng's Wealth and Personal Banking (WPB) grows with our community and partners across mainland China and Hong Kong , providing world-class solutions to our retail customers in wealth, everyday banking and lending through seamless platforms and services.               
 

"Some careers open more doors than others. 
If you’re looking for a career that will unlock new opportunities, join us and experience the possibilities."            
            
We are currently seeking a high calibre professional to join our team as a Wealth Process Manager.      

Job Duties

• Streamline sales process and implement sales control per external/internal regulation, audit report and frontline demands and initiate new process to be more efficient and practical.
• Closely monitor sales compliance and make recommendations on improving sales compliance. Ensure compliance of sales activities with relevant group guidelines and external laws / regulations imposed by regulators. 
• Keep abreast of regulatory developments, market trends, and competitors’ moves to update sales guideline and develop sales tools.
• Identify the training needs of RB&W staff, assist in developing and coordinating training programs/courses, aiming at enhancing their sales competence, sales compliance and professionalism, acquiring more sales, operation and control knowledge / skills, and fulfilling regulatory training requirements.
• Coordinate with relevant parties to ensure that all requirements of sales process are proper proceeded in an efficient and effective manner.
• Lead and manage the Sales Process Control to deliver assigned task on time and in quality, and enhance the overall governance of the sales process and activities.
• Develop and centrally manage wealth platforms based on technological progress, competitors practice, and optimize the flow for the clients, with alignment of the sales control.