Job description
Business: AM Global Internal Wholesale
Open positions:1
Role Title: AM Wealth Academy Team Lead GSC’s
Global Career Band: 4
Location (Country / City ): India/Bangalore
Recruiter Name : Lizy Binu VARUGHESE
Why join us?
- HSBC Asset Management has a strong heritage and has been in financial markets for 150+ years. The global service center (GSC) in Bangalore has served as a Global Offshoring hub for various businesses of HSBC, including supporting HSBC Asset Management (AM), and currently enjoys the distinction of being the only offshore service center for the HSBC AM business. AM Client Operations plays a very important role in servicing our growing business across Institutional and Wholesale clients. Striving towards achieving client centricity across all stages of a client life cycle.
Are You Ready to Lead?
- We are seeking a visionary leader who is passionate about investment and dedicated to fostering personal and professional growth in others. This is an exciting opportunity with the newly established HSBC Asset Management Academy team. As the AM Academy Team Lead, you will drive the vision and strategy of our Wealth Academy initiatives, cultivating a culture of creativity and continuous improvement. You will have the chance to shape the learning journey of our relationship managers and advisers, empowering them to deliver outstanding investment outcomes for our clients and contribute to the growth of our Wealth business.
Team Profile:
- This role forms an integral part of the overall sales support coverage model for the Global Internal Wholesale team.
- We are a flexible team that embraces the hybrid way of working and proud ourselves in supporting colleagues with a good work/life balance. We are committed to support your personal circumstances, and ensure you are at your best.
- If you are ready to inspire and innovate, we want to hear from you!
The Opportunity:
- In this pivotal role, you will lead a team of AM Wealth Academy managers in the design and development of innovative learning solutions that meet the specific needs of our Wealth Relationship Managers and Investment experts. This includes, for example, portfolio management, new starter training, bespoke investment learning focus on certain asset class, product upskill, campaign development et. You will oversee a team of Academy Managers and ensure that our Academy programs are engaging, effective, and aligned with the wider IWPB business objectives. Your leadership will be crucial in creating a culture of excellence and continuous improvement within the Academy to support growing the overall Wealth and Asset Management business. This will be inclusive of colleagues across different markets who serve our Personal Banking, Premier and Private Bank customers / clients.
- Equip the frontline colleagues with the relevant Wealth and Investment knowledge, content and learning aids, so that they can deliver investment solutions that meet our customer and client needs. This is fundamental to doing the right thing by putting our customers and clients at the heart of everything we do, via our Investment expertise and AM Academy excellence.
- You will be working on brand new AM Wealth academy, creating content that could be impacting thousands of relationship managers/ colleagues across the world, and in turn – helping millions of clients and customers with their Investment goals and ambition!
What you’ll do:
The successful candidate will form part of the AM Global Internal Wholesales team, supporting the Sales and Distribution team on all aspects of designing, organizing and managing the insurance training curriculum and content for HSBC AM providing to the wider IWPB team.
The role holder will be responsible for the following:
- Strategy, Vision & Planning: Develop creative and engaging strategies for delivering investment content including new channels / formats of delivery (such as through social media channels / influencer community etc). Responsible for timely delivery of training modules as part of the AM Wealth academy curriculum
- Lead and Inspire: Drive the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team. Provide strong leadership and direction to your team, ensuring alignment with organizational goals.
- Team Management: Oversee the performance and development of Academy Managers, providing mentorship and coaching to enhance their skills and capabilities. Create an environment that encourages collaboration, creativity, and professional growth.
- Design and Develop: Oversee the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. Encourage the use of multimedia and innovative approaches to enhance learning experiences.
- Deliver: Ensure the effective implementation of training sessions and workshops that meet the needs of our clients and customers.
- Evaluate: Monitor and assess the effectiveness of learning initiatives through feedback and performance metrics, adjusting as necessary. Analysis to help understand what works and what doesn’t, including leveraging AI/tools to support analysis / data Provide advice on the content of customer or internal stakeholder learning and development events. Conduct market assessments of other training, coaching and other learning events across competitors
- Senior Stakeholder Management: Collaborate with senior stakeholders across the business to align learning initiatives with strategic objectives and market needs. Build strong relationships with key stakeholders to ensure their support and engagement in the Academy's initiatives.
- Work with Learning and Development to oversee the AM training agenda and delivery of agreed Investment learning content to relevant frontline sales channels
- Market Research: Stay informed about industry trends and best practices in learning and development, identifying opportunities for innovation and improvement.
- Support with campaign / product training requirements to bring commercial outcomes into training content. Accredit and enhancing AM growth for all channels on business training, case sharing and system highlight through professional training events
Requisitos
What you will need to succeed in the role:
Qualifications:
- Post Graduation / MBA or equivalent from a reputed institute; investment certifications preferred.
Experience:
- 8+ years in the Asset Management and Capital Markets industry, with at least 5 years in Sales Management, coaching, and distribution support
- Experience working in a global, matrix organisation especially to support commercial activities for Distributors/Platform/Institutional clients
Knowledge:
- Strong understanding of financial markets, macroeconomic environments, and investment products, including their roles in Asset and Wealth Management.
Skills:
- Proven leadership abilities to inspire and motivate teams while making informed commercial-focused decisions. Ability to lead and guide the team to prioritise to an ever changing environment.
- Strong analytical skills with the ability to distill complex data into actionable insights. Ability to distill complex and varied data into information; good process analysis and problem solving skills
- Excellent written, verbal, and presentation skills, including advanced PowerPoint proficiency.
- Experience in stakeholder management, particularly with C-suite and Executive level leadership teams. Ability to prioritise and manage business tasks/projects.
- Customer driven with demonstrated commitment to improving customer experience and delivering excellent customer outcomes
- Planning and organisational skills in order to manage the unexpected as well as anticipated issues or events, so that success can still be achieved
- Outstanding written and verbal communication skills, enabling productive dialogue with internal and external customers
- Experience in training delivery and ability to adapt delivery style to audience
What additional skills will be good to have?
- Relevant investment qualifications such as CFA, CIPM, or ESG certification.
- Knowledge of asset management models through funds and mandates.
- Understanding of learning principles and best practices in training and development.
- Experience in designing and delivering training programs across various formats (in-person, online).
- Proficiency in additional languages is a plus.
Link to Candidate User Guide:
(Or)
Go to the below link and type “IND GSC : IJP Applicant User Guide” in search bar. https://hsbchrdirect.service-now.com/hrsp?id=hrdirect_employee_dashboard
You’ll achieve more at HSBC
HSBC is an equal opportunity employer 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. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role.”
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Nombre del recruiter
Lizy Varughese
Email del recruiter
lizy.binu.varughese@hsbc.co.in