Senior Sales Planning Manager, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

Job Responsibility:

Develop and curate engaging online courses that align with the Wealth Academy's curriculum
Organize live training sessions and workshops to facilitate real-time interaction and engagement with varies internal and external parties
Working with fund houses to agree course content whilst liaising with markets to ensure fit for purpose
Support and coordinate schedules and logistics for in-person events including collaboration with business schools to co-design training programs
Provide industry insight on AI tools to personalize learning experiences and optimize training delivery
Explore data analytics to assess training effectiveness and participant engagement
Support design and execution of a train the trainer approach, aggregating detailed training content into shorter training course
Support design and execution of a career progression roadmap, integrating role capability requirements, training, accreditation and career progression into a cohesive framework

Requirements:

Subject Matter Expert knowledge of best in class and up to date training approaches, mechanisms and tooling
Good insight into training providers and agencies, knowledge of market trends within wealth management training
Good understanding of Wealth Management products, skills and related sales journeys
Working knowledge of wealth relationship management productivity KPIs, incentives and performance metrics
Advanced PowerPoint skills and excel, able to story tell
Good data analysis skills
Advanced project management and operational management skills, able to co-ordinate across multiple markets, internal and external partners, third party agencies to achieve common objectives
Excellent organizational and communication skills

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 02, 2025

Expiration:
July 02, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Sales Planning Manager

HSBC

Location:Hong Kong, Central

Category:Finance

Contract Type:Not provided