HSBC Group

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Retail Distribution – Wealth Sales Distribution Department

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers. 

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution Department as  Wealth Coach .

Principal responsibilities

• Uplift number of RMs achieving solution, experience and quality KPIs, by performing coaching to help build a sustainable Wealth Sales force and significantly improve financial planning and wealth solutions capabilities and clients engagement activities of the sales force by providing superior coaching support to a team of PRMs

   

• Implement and execute coaching plan to develop and enhance professionalism for PRMs & newly onboarded PRMs
• Prioritizing contact strategies on existing wealth customers and broaden wealth base by call leads management.
• Communicate strategic directions and to provide internal technical consultancy to PRMs of expertise surrounding financial planning techniques and where and how products fit into overall portfolio's as defined by the Group
• Prepare holistic wealth strategies tailor made for divisions and ensure management directions are implemented locally
• Drive customer experience, operation and sales process quality, to upkeep market leading standards for conduct and controls in line with the Group values and expectations   

Requirements

• University degree in Business Administration or a related discipline
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators
• Minimum 5  years’ relevant experience in retail banking, with strong knowledge of Wealth (Investment / Insurance / FX) product solutions
• Excellent relationship building and stakeholder management skills
• Proficiency in both English and Chinese

When applying, please submit a full resume and attach your appraisal reports for the last two years. For internal applicants with less than six months in their current role, Manager’s endorsement is required. Please obtain and enclose the endorsement in the application.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

When applying, please submit a full resume and attach your appraisal reports for the last two years. For internal applicants with less than twelve months in their current role, Manager’s endorsement is required. Please obtain and enclose the endorsement in the application. If you have been in your current role for more than 12 months but the behaviour gateway was “No” in the most recent performance assessment, you cannot apply any internal job openings.

Within Hang Seng certain roles are designated as Enhanced Vetting Roles.  For these roles, all internal and external applicants are required (subject to local laws), to pass satisfactorily a series of additional checks both as part of the application process and, if successfully recruited into the role, on an ongoing basis if they remain in such a role.

This role has been designated as an Enhanced Vetting Role, if you require more information on the additional checks see Global Risk FIM > Security Risk > Appendices > D.5 Insider Risk > Required Vetting Checks

You’ll achieve more at Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services.  We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited