HSBC Group

(Grade: GCB6)

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function 

·       Explore relationships to develop third party partnerships and sales activities for leads acquisition and thus contribute to the achievement of HP/Advance customer growth.

·       Plan and monitor sales activities and leads acquisition against performance targets, analyses resource requirements, propose and implement measures to increase productivity and profitability up to target.

·       Implement initiatives in channel development, and planning, preparation and organization of sales activities so as to ensure the high quality and cost effectiveness of leads acquisition.

·        Implement RBWM plan including channel structure, sales goals, manage the channel cost to income ration in alignment with group direction.

·       Manage the channel cost and expenses, ensure strong relationship with all business partners.

·       Contribute to developing business strategy through cost control income generating ideas.

·       Assist Senior CDM to ensure the achievement of HP/Advance customer acquisition strategic and operating objectives, including annual sales targets and business profitability.

Maintain sales quality ratio within prescribed levels.

Proposition/Product

• Ensuring development of new and existing customer relationships. 

Customers / Stakeholders 

·       Manage partner relationship

·       Ensures the achievement of high sales quality standards

·       Monitor and act upon customer feedbacks

Leadership & Teamwork 

 ·       Foster a close working relationship with branch network and other sales teams, business and functional departments to maximize business opportunities for the Bank.

Operational Effectiveness & Control

·       Maintain compliant with external regulation

·       Maintain HSBC internal control standards, implement and observe Group Compliance Policy

·       Maintain awareness of operational risk and minimize the likelihood of it occurring

·       Maintain a robust control environment to ensure conformance with internal standards, policies and procedures, effective management of risks, and legal and regulatory compliance.

·       Maintenance of highest standards of risk management, control and compliance.

•   Ensure Audit recommendations are implemented, conduct spot checks and follow ups.