Senior Wealth Planning Director

2 months ago


Beijing, Beijing, China HSBC Full time
Job Title

Senior Wealth Planning Director

Job Summary

HSBC Personal Wealth Planning is a key business strategy of HSBC Group, pioneering in China. We provide innovative digital solutions to help clients build a customized wealth plan at their preferred time and location.

Key Responsibilities:

  1. Lead a team of Personal Wealth Planners to implement customer and sales strategies.
  2. Organize sales coaching, sales skills seminars, and product/proposition knowledge engagements.
  3. Build and maintain a customer-oriented team culture, role-modeling quality sales delivery and best-in-class customer relationship management practices.
  4. Deliver against teams' demanding performance expectations across customer engagement, financial planning, and new business KPIs.
  5. Cultivate a collaborative culture within the team and across the broader organization.

Requirements:

  1. Minimum 5-8 years sales, customer relationship management, and team-leading experience in the financial services industry.
  2. Strong coaching skills and business acumen.
  3. Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships.
  4. Highly motivated and self-disciplined with the ability to work effectively and independently.
  5. Strong verbal and written communication skills in Chinese and basic knowledge of English.
About HSBC

HSBC is committed to creating a culture that values and respects employees, listens to their opinions, and provides a platform for continuous professional development, flexible working arrangements, and opportunities for growth in a diverse environment. HSBC will use the personal information provided in your job application in accordance with our privacy policy, which can be found on our website.



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