Global Private Banking & Wealth HSBC Global Private Banking helps high net worth and ultra high net worth clients manage, grow and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for the future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking an experienced professional to join our team. In this role, you will: The Sales Manager plays a critical role in driving frontline effectiveness and productivity across all the GPB China footprints, incl. - Provide strategic planning for business case and FRP; - Collect effective business analytics to achieve frontline productivity of top themes and product ideas through systematic tracking and analysis; - Monitor trends of sales performance of Market and IC Teams and identify key gaps and opportunities for target achievement; - Ensure every sales initiative is very targeted by delineating RM/IC client books according to product relevance/priority; - Support Market, Product and RM/IC teams in driving campaigns and training programs; - Drive UHNW initiatives for GPB China by leveraging global connectivity and local capabilities.
Qualifications To be successful in the role, you should meet the following requirements: - Over 8 years of relevant business and product management experience in the banking industry, preferably Private Banking/ High Net Worth areas - Broad knowledge of wealth management service offerings, with experience in managing personal wealth preferred - Sound knowledge of the Wealth/HNW/PB business model – i.e the customer proposition, tools, operations and the key financial performance drivers. - Excellent knowledge of HNW products, solutions and the market (i.e advisory, mutual funds discretionary, alternatives, structured products, ESG, impact investing, insurance/wealth planning etc.) - Strong data analysis and interpretation capability and well versed in various MS office applications (ppt, excel etc) - Strong interpersonal and communication skills with a proven ability to communicate effectively and confidently at all levels, in order to engage internal and external business stakeholders - Experience in complex stakeholder management across organization – influencing, negotiating and partnering - Fluent in both English and Chinese writing and Speaking is a must.
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