Trách nhiệm chính

• Strengthen HSBC’s image as a leading wealth provider by providing clients with access to advanced technical product expertise.
• Support PRMs to gain more clients’ confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need.
• Assist PRMs in deepening and growing client relationships through identifying and uncovering client needs, identifying relevant wealth solutions and technical analysis, and assisting PRMs in presenting and explaining solutions to clients.
• Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks.
• Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions.
• Improve PRMs’ product specific technical knowledge by effective on‑job coaching and training.
• Own end‑to‑end Investment Sales and Distribution business for the assigned patch and run strategic objectives such as AUM growth, net sales consistency, PRM productivity, unique client transactions, increased client coverage, financial wellness sessions and new product campaigns aligned to regional performance objectives.
• Analyze portfolios of over 30 PRMs every month and engage with them to provide advice based on sound investment expertise.
• Own the client relationship with HSBC, maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere to provide the best solutions for clients and maximise revenues for Global Wealth and the Group.
• Monitor client satisfaction data and implement portfolio‑level improvements.
• Work with the broader branch, support and direct teams to ensure achievement of business performance measures by delivering differentiated products and services to clients.
• Treat customers fairly with integrity.
• Ensure the quality of corporates acquired as per required guidelines.
• Maintain and ensure due observance of HSBC Internal Control Standards, including timely implementation of recommendations made by internal/external auditors and external regulators.
• Ensure awareness of compliance requirements and implementation of Group Compliance Policy.

Yêu cầu

• At least 3 years of relevant experience in Bancassurance or Insurance company.
• MBA from a reputed institute preferred, Post Graduate Degree (preferably in Economics, Mathematics, Finance) or professional qualifications like CA is preferred.
• Strong analytical and problem‑solving skills.
• Proven ability in productivity enhancement.
• Demonstrate behaviours consistent with HSBC Values.
• Expertise in bank’s systems and processes.
• Skills in sales, financial planning and communication.
• Sound problem‑solving skills.
• Knowledge of bank and operating platforms.
• Industry and sector knowledge.
• Knowledge of sales and service techniques and models.

Yêu cầu ưu tiên

• Excellent interpersonal skills.
• Coaching techniques on a team or one‑to‑one basis.
• Planning and organising skills.

Thông tin khác

• 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.
• Opening up a world of opportunity: http://www.hsbc.com/careers
• Issued by The Hongkong and Shanghai Banking Corporation Limited.