Wealth Coach

Hang Seng Bank; Hong Kong Island; On-site; HKD 520,000 - 760,000; Full time

Job summary

Hang Seng Bank seeks a Wealth Coach to lead coaching for personal relationship managers and newly onboarded PRMs, elevating solution quality and client engagement across wealth products. You will design and execute coaching plans to develop professionalism and wealth-planning capabilities while aligning with Group standards.

In this role, you will prioritize strategic contact with existing wealth customers, drive customer experience and sales process quality, and provide internal technical

Qualifications

• University degree in Business Administration or a related discipline.
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil regulatory competency requirements.
• Minimum 5 years’ relevant experience in retail banking with wealth product knowledge.
• Excellent relationship building and stakeholder management skills.
• Proficiency in both English and Chinese.

Responsibilities

• Uplift number of RMs achieving solution, experience and quality KPIs by coaching a team of PRMs.
• Implement and execute coaching plan to develop professionalism for PRMs and new joiners.
• Prioritize contact strategies on existing wealth customers and broaden the wealth base.
• Communicate strategic directions and provide internal technical consultancy on financial planning techniques.
• Prepare holistic wealth strategies tailored for divisions and ensure local implementation.
• Drive customer experience and sales process quality in line with Group values.

Skills

Relationship management

Bilingual English/Chinese

Education

Business Administration or related discipline degree

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.

Retail Distribution – Wealth Sales Distribution Department

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 as.

Wealth Coach

Principal Responsibilities

• 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 knowledge of Wealth (Investment / Insurance / FX) product solutions
• Excellent relationship building and stakeholder management skills
• Proficiency in both English and Chinese

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.