Senior Sales Performance and Effectiveness Manager

HSBC Holdings plc; Hong Kong Island; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

HSBC Holdings plc is seeking a Senior Sales Performance and Effectiveness Manager. The role focuses on implementing the global vision for sales performance, optimizing processes, RM tooling, and CRM systems to drive results across markets.

The position requires leadership across global, regional, and market teams, with strong analytical skills and a deep understanding of wealth and premier banking. The candidate will drive continuous improvement and align sales programs with business goals.

Qualifications

• Strong understanding of sales performance strategies and methodologies.
• Experience with incentive design and administration for financial services.
• Ability to analyze data and deliver actionable insights.

Responsibilities

• Support implementation of global vision and strategy for Sales Performance & Effectiveness.
• Identify and execute improvements in sales processes and RM tooling.
• Lead projects to optimize scorecards and sales incentive frameworks.
• Promote adoption of sales best practices across markets and business units.

Skills

Sales optimization

CRM systems

Data analytics

Stakeholder management

Tools

Wealth CRM

Job description

GCB 4

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

Inthis role you will:

Principal Accountabilities and Responsibilities

• Support the implementation of the global vision and strategy for Sales Performance & Effectiveness in alignment with organizational goals.
• Assist in identifying and executing improvements in sales processes, RM tooling, and methodologies.
• Ensure sales initiatives and programs are aligned with business goals and market needs.
• Lead projects to optimize the scorecard & sales incentive framework to drive performance and motivation.
• Support the management and optimization of the sales technology stack and Wealth CRM systems.
• Leverage data and analytics to deliver actionable insights for sales performance improvement.
• Contribute to the development and tracking of KPIs and performance metrics across channels
• Monitor and analyze industry trends, competitive intelligence, and client needs to recommend strategic actions.
• Assist in promoting the adoption of sales best practices across markets and business units
• Design & develop RM Performance Framework with coverage including but not limited to- outcome performance / training & career roadmap / customer portfolio allocation & optimizatoin

Leadership & Teamwork

• Partner with key stakeholders across global, regional, and market teams to implement sales initiatives.
• Foster collaboration across functions and geographies to ensure alignment and effectiveness of sales programs.
• Act as a change agent to drive continuous improvement and cultural alignment.

Functional Knowledge

• Deep understanding of sales and service strategies within the financial services industry, with expertise in channel and product management, sales process optimization, and CRM systems. They should also possess knowledge of incentive compensation design and administration.
• Ability to set clear strategic direction aligned with Markets, Propositions, Channels, and Functions.
• Strong leadership and interpersonal skills, with experience working across Group, Region, and Market teams is essential
• A broad understanding of Wealth and Premier banking combined with an in-depth understanding of all issues impacting the customer and marketing agenda, enabling the role holder to speak with authority and influence to senior business leads including CEO/COO level.
• Knowledge of the global external environment - regulatory, political, competitors and market
• Strong numerical and analytical skills, the ability to work independently, multi-task, filter information, and prioritize multiple demands, along with effective action planning and project management skills.

To be successful you will need:

• Broad and comprehensive understanding of concepts and principles within multiple disciplines or a fast changing discipline
• The role requires a comprehensive understanding of several value units / products / regions / legal entities, alongside an advanced understanding of the industry and the relative positioning of the HSBC's products and services.
• Management responsibilities for a sizeable team of professionals (including responsibility for budget, and planning)
• Covers a wide range of diverse activities that require complex judgements and solutions based on conceptual thought and strategic vision and analysis
• Is proactive in developing ideas, continuously searching for improvements in techniques which add value to the business and has full responsibility for implementation.
• Latitude to make decisions within the objectives of HSBC global business / global function overall. Little guidance is available and role holder is expected to formulate strategy following the objectives of the business.
• Implements business plans through own team and is accountable for results.
• The role holder must possess a high level of sensitivity to the audience, be able to modify the beliefs and opinions of others, and negotiate with significant latitude for the final outcome.
• Establishing effective collaborative relations with external organisations is a critical part of the job.

Opening up a world of opportunity

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.

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