Wealth Coach

HSBC; Hong Kong Island; On-site; HKD 700,000 - 900,000; Full time

Job summary

Hang Seng is seeking a Wealth Coach to uplift RMs by coaching on solution-focused financial planning and wealth solutions. You will guide a team of PRMs and onboarded staff, focusing on wealth strategies and client engagement to enhance overall performance.

The role emphasizes strong relationship management, regulatory licensing readiness, and delivering market-leading customer experience within a retail banking context in Hong Kong.

Qualifications

• 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 knowledgeof Wealth (Investment / Insurance / FX) product solutions.
• Excellent relationship building and stakeholder management skills.

Responsibilities

• 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

Skills

Coaching

Relationship management

Communication skills

Education

University degree in Business Administration or related

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng 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, Hang Seng offers opportunities, support and rewards that will take you further.

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.Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution Department asWealth Coach.

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 knowledgeof Wealth (Investment / Insurance / FX) product solutions
• Excellent relationship building and stakeholder management skills