Senior Wealth Planning Director
2 weeks ago
Senior Wealth Planning Director
Job SummaryHSBC 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:
- Lead a team of Personal Wealth Planners to implement customer and sales strategies.
- Organize sales coaching, sales skills seminars, and product/proposition knowledge engagements.
- Build and maintain a customer-oriented team culture, role-modeling quality sales delivery and best-in-class customer relationship management practices.
- Deliver against teams' demanding performance expectations across customer engagement, financial planning, and new business KPIs.
- Cultivate a collaborative culture within the team and across the broader organization.
Requirements:
- Minimum 5-8 years sales, customer relationship management, and team-leading experience in the financial services industry.
- Strong coaching skills and business acumen.
- Proved to deliver and drive outstanding customer experience (ideally in financial planning) and building lasting customer relationships.
- Highly motivated and self-disciplined with the ability to work effectively and independently.
- Strong verbal and written communication skills in Chinese and basic knowledge of English.
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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