Wealth Sales Team Head, Onshore Banking
2 weeks ago
Wealth Sales Team Head, Onshore Banking HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services. Responsibilities Demonstrate strong ability to lead the team to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads. Lead, develop and manage a team of Relationship managers managing our premier clients to ensure achievement of the business objectives, passionate to coach and guide the team. Focus on nurturing and activating team's portfolio of clients to fund up to Premier Balance, thereby making referrals to Core RM teams. Educate the team to drive client to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (for low value activities). Perform continuous team's portfolio analysis to identify potential client leads and opportunities. Be detailed, meticulous and precise in identifying opportunities and gaps and ability to craft out quick business strategies to achieve business goals. Work closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients. Constantly inspect what the team is expected to deliver on a regular basis. Qualifications The successful candidate has strong academic qualifications and in depth knowledge in Wealth Management with a proven track record of leading a team. Strong understanding of financial markets and investment products. Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet overall team's objectives. Highly driven and possess the ability to succeed within a challenging environment. Outgoing disposition, well-equipped with good communication and interpersonal skills. Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment. Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs. Vetting Requirements The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis. Seniority level Not Applicable Employment type Full-time Job function Business Development, Management, and Sales Industries Banking and Financial Services 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. #J-18808-Ljbffr
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