Head of Wealth Sales Process and Journey, HSBC

HSBC

Location:
United Kingdom, London

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

Head of Wealth Sales Process & Journey plays a key role within the newly combined team, responsible to transform our wealth sales process, designing world-class customer journeys, with synchronization across channels to deliver hybrid experiences, and to drive digital wealth commercialization and process enhancements by adopting a holistic multichannel lens for our Premier customers

Job Responsibility:

Define and champion the global vision and strategy for Wealth Sales Process and Journeys
Identify and analyze emerging industry trends, competitive landscape, and client needs
Lead the design of wealth sales process and customers journey across channels (Branch, Digital, Hybrid)
Identify opportunities to uplift customer experience based on robust insights
Align wealth sales processes and journeys with overall business goals
Manage end-to-end journey development encompassing horizontal wealth journey designs
Partner with Digital & Customer Experience and Channel Strategy to improve customer experience
Establish operating model and rhythm to provide effective oversight on wealth customer journeys
Establish key performance indicators (KPIs) and metrics to measure effectiveness

Requirements:

Excellent influencing and collaboration skills
Ability to set clear strategic direction aligned with Markets, Propositions, Functions
Broad understanding of Wealth and Premier banking with in-depth knowledge of risks impacting Distribution agenda
SME on wealth sales processes including regulatory requirements across multiple jurisdictions
Managing stakeholders across all three lines of defence
Thorough understanding of HSBC's risk management framework
Experience working in business risk & control management role
Strong interpersonal skills and ability to bring organization/teams along
Ability to drive agile change
Strong leadership, interpersonal, and communication skills with ability to influence senior teams
Deep understanding of sales and marketing principles, familiarity with culture, supervision, and conduct frameworks
Strong numerical and analytical skills with ability to work independently, multi-task, filter information, and prioritize multiple demands

What we offer:

Tailored professional development opportunities
Fantastic benefits packages
Disability Confident Scheme accommodations
Diverse and inclusive workplaces
Accessible recruitment processes

Additional Information:

Job Posted:
September 16, 2025

Expiration:
September 30, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Head of Wealth Sales Process and Journey

HSBC

Location:United Kingdom, London

Category:Banking

Contract Type:Not provided