HSBC Group

GCB 4

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Wealth and Personal Banking (WPB) Hong Kong helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. We have four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Senior Wealth Investment Sales Manager.

Principal Responsibilities

In this role you will:

• Work in close & support the Head of Wealth Investment Sales & team to facilitate high-quality Wealth Distribution deliverables to our customers, Sales Leaders, RMs & Product Experts
• Analyse and interpret complex data of HSBC’s Investments, Wealth & Sales performance. Formulate Management Information to facilitate an informed decision-making process
• Liaise with both internal & external stakeholders to facilitate the development and delivery of Investment & Wealth services, products and solutions to nurture customer loyalty toward HSBC
• Formulate Wealth Investment strategies, driving investment sales planning and channel optimization. Facilitate knowledge transferal to the frontline about product innovation and drive the end-to-end process which aims to uplift customer experience
• Support network and frontline to deliver the wealth key performance indicators (KPIs) and plan

To be successful you will need:

• University degree with honours in economics, finance, business, mathematics, or a related discipline with solid years of banking experience
• Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socioeconomic dynamics, and regulatory requirement relevant to the products
• Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
• Capability to demonstrate a forward-looking mindset in the analysis of financial markets and development of market insights
• Proven track record of conducting detailed portfolio analysis and management to capture wealth investment opportunities
• Demonstrated ability and experience to correctly identify client needs
• Solid skills to manage consultative sales process
• A solid understanding of local and Group compliance regulations, customer due diligence, portfolio risk identification, and global Anti-Money Laundering (AML) standard
• Candidate with less experience will also be considered for GCB 5 Wealth Investment Sales Manager role

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

Opening up a world of opportunity

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.