Sales Manager - Global Private Banking | HK Talent Engage

Job description

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high calibre professional to join our team as a Sales Manager.

Principal Responsibilities

Purpose

To achieve GPB sales targets by serving as a conduit for Market, IC and IWS stakeholders in identifying key gaps and opportunities in the sales offering / process and to then create platform-wide, scalable initiatives and campaigns to capture these opportunities, including robust project plans and timelines to execute and deliver.

Sales Management Process

• Monitor sales performance and productivity of frontline via KPIs / agreed standards in line with agreed target operating model (global market management, PC Segment, HNW continuum, UHNW and Asian Wealth growth)
• Design and implement a consistent and effective sales management approach including tools, MI, capability development and incentives
• By understanding GPB sales platform, leverage and coordinate use of multi-channel sales efforts and development of scalable processes together with key partners (GPB market heads, IC’s, IWS, Marketing, Risk) to deliver sales impact
• Review business analytics to identify opportunities to increase penetration of top themes and product ideas, ensure alignment of sales ideas to GIC / RIC view by incorporating client / market feedback into product / sales ideas
• Ensure targeted sales initiatives by delineating IC client books according to product relevance / priority through systematic tracking and analysis
• Proposing credible options, influencing key stakeholders appropriately and reaching agreement / resolution with senior leaders

Sales Material and Tools - Liaising with IWS to help with their product distribution presentation and timing

• Develop consistency with how product and sales initiatives are presented to clients; typically requires cross-departmental work with marketing teams and L&C
• Ensure ICs and RMs are well equipped with best marketing materials available to ensure effective solicitation of product
• Ensure that product and sales repository is properly structured to support an efficient end to end sales process for ICs and RMs

Requirements - Over 5 years of relevant business and product management experience in the banking industry, preferably Private Banking / Private Wealth Management

• University degree in Business or Finance
• Ability to work in a multi-function team and to establish credibility in front of colleagues and clients
• Well versed in various MS office applications (ppt, excel etc)
• Excellent verbal and written communication and interpersonal skills
• Good understanding of front to back processes are an advantage

You’ll achieve more when you join HSBC.

http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.