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.
Job description
Join a world-class institution that serves the Protection and Wealth needs of our customers, helping them deliver on the promises they make to themselves and their families. As part of the team, you will enjoy the advantages that come with being part of one of the largest banking and financial services organisations in the world, and unparalleled opportunities to develop your career in a high-profile growing business area.
Empowered by digital mobile tools of innovative smart enabling solution, HSBC Personal Wealth Planning provides tailor-made wealth planning and protection services for the individual and family anytime and anywhere.
HSBC Personal Wealth Planning offers:
- Protection related product and wealth planning services via Canara HSBC Life, HSBC AMC and nearly 500 + funds and products offered by a range of Fund Houses.
- Digital technology support and enablement via HSBC Personal Internet Banking Platform & the Mobile X platform.
- Fulfill secured and unsecured borrowing needs, when identified.
We are currently seeking an experienced professional to join our team.
Principal Responsibilities
- Lead a team of Mobile Wealth Planners to implement customer and sales strategies
- Be focused on team development through the delivery of sales coaching, sales skills seminars and product/proposition knowledge engagements
- Build and maintain a customer-oriented team culture whilst attending key customer meetings with the team to role-model quality sales delivery and best-in-class customer relationship management practices
- Strong activity and performance management expectations for the team; identify and address performance gaps and provide performance updates to top management
- Help team members to identify and capture investment & insurance (I&I) business opportunities leveraging financial planning methodology to ensure fair outcomes for all types of customers
- Deliver against teams’ demanding performance expectations across customer engagement, financial planning and new business KPIs
- Cultivate a collaborative culture within the team and across the broader organisation
- Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
