Wealth Sales 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

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.