HSBC Group

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

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 the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

People responsibility: N

Report to: Senior Director and Head of Private Banking Taiwan

Role Purpose

-Support the analysis of business performance information, including Scorecards, Annual Operating Plans and track implementation of key strategic initiatives

-Collect effective business analytics to achieve high penetration of top themes and product ideas through systematic tracking and analysis.

In this role, you will:

-Design and implement a globally consistent, fair and effective sales management approach – including tools, Management Information, capability development

-Monitor sales performance and productivity of the frontline via Key Performance Indicators/agreed standards in line with agreed target operating model

-Support Market, Product and Investment Counsellor teams in driving sales campaigns

-Monitor sales effectiveness of campaign, event follow-ups to drive sales momentum, along with trends of sales performance of Relationship Management and Investment Counsellor Teams and identify key gaps and opportunities for target achievement

-Demonstrate Customer Centricity by thinking and acting beyond product sales

-Interact with Private Banking Taiwan’s Business Management team and Finance team to prepare sales Management Information and Key Performance Indicator tracking

-Support onshore Taiwan Market head on strategic areas ensuring that the appropriate level of support is provided in response to needs relevant to sales and business management

-Bachelor’s degree with major in business or comparable focus

-Considerable experience working with financial institutions

-Self-motivator with detailed orientation

-Strong English and Chinese capabilities

-信託業業務人員 (Trust Level 4) will be required within 3 months after taking the role

-Group Personal Account Dealing covered

Opening up a world of opportunity.

We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. By enabling you to perform at your best, we deliver innovative solutions and ensure our costumers thrive. 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.