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Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking a high caliber professional to join our team as Legacy Planning Specialist Team Head.
Drive and lead revenue generating and service activities across the face to face channel to ensure that customer experience and opportunities are optimized within the respective global customer propositions.
Ensure consistent customer experience regardless of the channel through which customers interact with HSBC for example face to face, digital.
Oversee the Customer Journey, including working in close collaboration with the Head of Multi Channel Service and Head of Direct Channels
Ensure that the team strategy is consistent with the country strategy.
Originate and support initiatives to generate income, contain costs and mitigate or reduce operational losses.
Direct the migration and streamline activities to ensure focus on business priorities is not deflected or diluted.
Deliver maximum profit contribution from all business activities through deploying product, service and channel propositions aligned with segmentation, developing cross selling skills and exploiting appropriate available tools.
Deliver new income opportunities through creative application of delivery channels and the deployment of competitively attractive customer propositions.
Effective use of tools and information to drive client service delivery and performance of the team.
Foster and develop a customer centric ethos, use customer insight to continuously enhance a seamless customer experience, increasing customer loyalty, advocacy and retention. Partner with the Head of Direct to ensure a seamless customer experience.
Develop an expert knowledge of customer base, market trends, and competitor activities in order to influence or adjust strategic direction accordingly.
Build, lead and manage the revenue generating team on a day to day basis.
Coach and provide performance related feedback to achieve optimal revenue and service performance.
Bachelor degree or equivalent experience.
A few years of proven and progressive priority bank save expenditure, including a proven and progressive management experience or equivalent
Proven track record in wealth products.
Relationship management experience with high net worth clients.
Strong technical skills in wealth management.
Strong communication, client focus and influencing skills.
Strong networking and portfolio management skills.
Sound knowledge of financial services products and services and the client relationship management system.
Understanding of business banking client segment and products and services.
You'll achieve more when you join HSBC.
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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.
Internal Number: 5276089
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