Wealth Coach — Elevate Client Wealth Strategy & Planning

Hang Seng Bank; Hong Kong; On-site; HKD 500,000 - 800,000; Full time

Job summary

Hang Seng Bank is seeking a Wealth Coach to join the Wealth Sales Distribution Department in Central. You will coach Relationship Managers to improve wealth planning, client engagement and solution delivery, driving performance and quality across the sales force.

Qualifications include a university degree, HKSI/IIQE licensing, 5+ years in retail banking with wealth product knowledge, and fluency in English and Chinese.

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 knowledge of Wealth (Investment / Insurance / FX) product solutions.
• 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 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

Skills

Wealth product knowledge

Relationship management

Regulatory compliance

Bilingual English/Chinese

Education

Bachelor's degree in Business Administration or related

Job description

Hang Seng Bank is seeking a Wealth Coach to join the Wealth Sales Distribution Department in Central. You will coach Relationship Managers to improve wealth planning, client engagement and solution delivery, driving performance and quality across the sales force.

Qualifications include a university degree, HKSI/IIQE licensing, 5+ years in retail banking with wealth product knowledge, and fluency in English and Chinese.