- HSBC Bank plc
- Competitive
- London < England < United Kingdom
- Permanent, Full time
- 25 Nov 13
We are looking for a Wealth Management sales
professional with an an understanding of the end-to-end sales process
for Wealth products and investments.
This position is based within the Business Risk and Control Management (BRCM) function of Global Retail Banking and Wealth Management (RBWM). The BRCM function ensures RBWM is proactively managing current and emerging risk exposures, that risks and issues have been identified, assessed and are being managed via appropriate internal controls in line with risk appetite and any regulatory and Group Standards / Policy requirements.
The appointed individual will assist the Senior Manager, RBWM BRCM to perform the following activities as they relate to Wealth Sales Quality:
This position is based within the Business Risk and Control Management (BRCM) function of Global Retail Banking and Wealth Management (RBWM). The BRCM function ensures RBWM is proactively managing current and emerging risk exposures, that risks and issues have been identified, assessed and are being managed via appropriate internal controls in line with risk appetite and any regulatory and Group Standards / Policy requirements.
The appointed individual will assist the Senior Manager, RBWM BRCM to perform the following activities as they relate to Wealth Sales Quality:
- Developing and continuously improving Wealth Sales Quality minimum standards
- Ensuring consistent implementation of those standards and providing guidance to countries and regions in implementing those standards
- Ensuring country and regional resources are appropriate (adequate and appropriately skilled)
- Manage and develop training program for sales quality and front line staff
- Understanding the Sales process, including country variation and planned changes and its impact on Sales Quality
- Close and continuous dialogue with regions to remain abreast of development, sharing best practices and ensuring timey identification of issues/risks
- Ensure timely identification and assessment of issues/risks and ensuring there are action plans to fix it.
- Consolidate and share feedback with the regions and lead training sessions on specific areas of concern
- Following would be the key activities and decision making areas where the appointed individual will be involved.
- Experience within Wealth (Product, Sales) and an understanding of the end-to-end sales process for Wealth products and investments
- Sound understanding of the HSBC business, network, customer segments, products offered and competitive market
- Previous experience in a sales quality team would be an added advantage
- Strong written and verbal communication skills
- Ability to co-ordinate and direct effort in regional teams
- Strong managerial, communications, decision-making, persuasive and interpersonal skills to coordinate and direct effort
- Knowledge of governance and control frameworks
- Strong business acumen and ability to continually make trade-off decisions
- Ability to seek out and improve on best practice and capability
- Understanding of the regulatory landscape (SoX, FATCA, Conduct Risk, etc.) and emerging trends
- Proven track record in leading and managing change, particularly given the organization’s continually evolving nature
- Ability to build long-term relationships with key stakeholders
Competitive
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