Global Lead, Wealth Sales Process & Customer Journeys

HSBC

Singapore

On-site

SGD 180,000 - 240,000

Full time

14 days+
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Job summary

HSBC in Singapore seeks a senior leader to transform wealth sales processes and customer journeys across Branch, Digital, and Hybrid channels. You will drive end-to-end design, align with global strategy, and enable cross-sell between Retail Banking and Wealth offerings.

The role requires SME-level knowledge of wealth distribution, regulatory requirements across jurisdictions, and the ability to lead a global team while enhancing customer experiences and risk controls.

Qualifications

  • Excellent influencing and collaboration skills.
  • Ability to set clear strategic direction aligned with Markets, Propositions, Functions, and experience across Group, Region, and Market teams.
  • Broad understanding of Wealth and Premier banking, with in-depth knowledge of risks impacting our Distribution agenda.
  • SME on wealth sales processes, including regulatory requirements across multiple jurisdictions.
  • Managing stakeholders across all three lines of defense and risk management framework.
  • Strong interpersonal skills and ability to drive agile change.

Responsibilities

  • Define and champion the global vision and strategy for Wealth Sales Process and Journeys.
  • Identify industry trends, competitive landscape, and client needs to inform strategic direction.
  • Lead the design of wealth sales process and customer journeys across Branch, Digital, and Hybrid channels.
  • Uplift customer experience using feedback loops and voice of the customer.
  • Align wealth sales processes and journeys with organizational goals and priorities.
  • Manage end-to-end journey development including horizontal wealth journeys and cross-sell linking with Retail Banking.
  • Partner with Digital & Customer Experience and Channel Strategy to improve multichannel experience.
  • Establish operating model and rhythm for oversight of wealth journeys and KPI measurement.

Skills

Influencing
Collaboration
Strategic direction
Wealth management
Regulatory awareness
Stakeholder management
Risk awareness
Agile change

Job description

HSBC in Singapore seeks a senior leader to transform wealth sales processes and customer journeys across Branch, Digital, and Hybrid channels. You will drive end-to-end design, align with global strategy, and enable cross-sell between Retail Banking and Wealth offerings.

The role requires SME-level knowledge of wealth distribution, regulatory requirements across jurisdictions, and the ability to lead a global team while enhancing customer experiences and risk controls.

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