Job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
HSBC Global 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.
We are currently seeking a high calibre professional to join our team as a Senior Sales Planning Manager.
Principal Responsibilities
In this role you will
- Subject Matter Expert knowledge of best in class and up to date training approaches, mechanisms and tooling
- Good insight into training providers and agencies, knowledge of market trends within wealth management training
- Good understanding of Wealth Management products, skills and related sales journeys
- Working knowledge of wealth relationship management productivity KPIs, incentives and performance metrics
- Advanced PowerPoint skills and excel, able to story tell
- Good data analysis skills
- Advanced project management and operational management skills, able to co-ordinate across multiple markets, internal and external partners, third party agencies to achieve common objectives
- Excellent organizational and communication skills
Requirements
To be successful you will need
- Develop and curate engaging online courses that align with the Wealth Academy's curriculum
- Organize live training sessions and workshops to facilitate real-time interaction and engagement with varies internal and external parties. Working with fund houses to agree course content whilst liaising with markets to ensure fit for purpose
- Support and coordinate schedules and logistics for in-person events including collaboration with business schools to co-design training programs
- Provide industry insight on AI tools to personalize learning experiences and optimize training delivery. Explore data analytics to assess training effectiveness and participant engagement
- Support design and execution of a train the trainer approach, aggregating detailed training content into shorter training course
- Support design and execution of a career progression roadmap, integrating role capability requirements, training, accreditation and career progression into a cohesive framework
Opening up a world of opportunity
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.