Wealth Coach: Elevate Advisor Teams & Client Wealth

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

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