Wealth Portfolio Management Team Head - Wealth & Personal Banking
June 3, 2021
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Some careers grow faster than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.
Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction.
We are currently seeking a high calibre professional to join our team as a Wealth Portfolio Management Team Head.
Lead a team of 7 Wealth Portfolio Management Managers to review portfolios with sales managers and Top-Tier Relationship Managers to identify risk and opportunities on regular basis
Collect market insight, analytics and customer portfolio analysis to drive and define wealth investment direction under different market environments and scenarios to RMs
Coordinate with Investment PE Heads to manage activities, work with Manager of Wealth Investment Academy to enhance skills and knowledge of staffs to delivery high standard of services
Be a technical expert in one or several product categories as relevant to market; such as Structured Products / FX / Unit Trusts / Estate planning
Identify and provide feedback from Relationship Managers and clients to product teams in order to continuously improve our products and services
Initiate and conduct educational events with clients to improve clients' financial literacy and knowledge of financial markets and solutions
Comply with local regulations in all aspects of strategy, sales processes, product suitability, client correspondence, financial promotions, administration, and complaint handling
Solid working experience as a product specialist or financial advisor
Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions
Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products
Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities
Demonstrated ability and experience to correctly identify client needs
Solid skills to manage consultative sales process
A solid understanding of global anti money laundering standards
Team player with collaborative skills
Knowledge of local and Group compliance regulations
Specialisation in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc
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