Wealth Coach, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 260 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Responsibility:

Uplift number of RMs achieving solution, experience and quality KPIs, by performing coaching to help build a sustainable Wealth Sales force and significantly improve financial planning and wealth solutions capabilities and clients engagement activities of the sales force by providing superior coaching support to a team of PRMs
Implement and execute coaching plan to develop and enhance professionalism for PRMs & newly onboarded PRMs
Prioritizing contact strategies on existing wealth customers and broaden wealth base by call leads management
Communicate strategic directions and to provide internal technical consultancy to PRMs of expertise surrounding financial planning techniques and where and how products fit into overall portfolio's as defined by the Group
Prepare holistic wealth strategies tailor made for divisions and ensure management directions are implemented locally
Drive customer experience, operation and sales process quality, to upkeep market leading standards for conduct and controls in line with the Group values and expectations

Requirements:

University degree in Business Administration or a related discipline
Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators
Minimum 5 years’ relevant experience in retail banking, with strong knowledge of Wealth (Investment / Insurance / FX) product solutions
Excellent relationship building and stakeholder management skills
Proficiency in both English and Chinese

Additional Information:

Job Posted:
August 18, 2025

Expiration:
September 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Wealth Coach

HSBC

Location:Hong Kong, Central

Category:Banking

Contract Type:Employment contract