Vp And Regional Wealth Coach Job in Hsbc

About HSBC

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you're aiming to rise to the top or take your career in an exciting new direction, HSBC offers the opportunities, support, and rewards that will take you further.

Wealth & Personal Banking serves more than 50 million customers globally with a comprehensive range of banking and wealth management services. Our goal is to help clients manage their finances, protect, and build their financial futures. As a global business, we integrate Retail Banking, Wealth Management, Insurance, and Asset Management, with a customer-centric focus and innovative, efficient distribution channels.

The Role

We are looking for a dedicated professional to join our team with extensive knowledge in holistic financial planning and a proven track record in client management and coaching. This role will see you actively contributing to the strategic direction of our Global Wealth Strategy, driving high standards of sales management, and mentoring the team to deliver exceptional financial planning solutions.

Principal Responsibilities

• Holistic Financial Planning: Demonstrate in-depth knowledge of financial planning strategies and the application of generic financial vehicles to address client needs.

• Coaching Excellence: Provide advanced levels of coaching to enhance the performance of individuals and teams, displaying behavioral excellence and aligning with HSBC s values.

• Global Economic Outlook: Stay updated on global economic trends and how they affect financial planning, guiding clients and teams with relevant insights.

• Presentation & Communication Skills: Utilize superior presentation skills on multiple platforms to communicate strategies and financial plans effectively.

• Development Plans: Create, manage, and follow through on individual development plans, helping colleagues improve their skills and achieve goals.

• Client-Centric Approach: Use goal-related questioning techniques to engage clients, ensuring financial solutions are tailored to meet their personal goals.

• Change Management: Be a resilient change agent who can influence others to embrace change, optimizing the delivery of financial services.

• Activity-Based Sales Management: Demonstrate an understanding of activity-based sales management, driving successful business results through well-organized and focused efforts.

• Wealth Strategy Alignment: Understand the regional Global Wealth Strategy and ensure your activities align with both local and group-wide initiatives.

• Client and Colleague Engagement: Foster authentic relationships with clients and colleagues, delivering results with integrity and speed while protecting HSBC s interests.

• Decision Making: Make considered decisions that balance business objectives with protecting both HSBC and our clients.

Requirements

To be successful in this role, you should meet the following qualifications:

• Post Graduate degree with 5-10 years of relevant experience in the financial services industry.
• Proven track record in coaching, sales management, and client relationship management, preferably with experience as a Premier RM, Premier Sales Manager, or Wealth Coach at HSBC or a leading financial institution.
• In-depth expertise in portfolio planning, sales processes, and client management skills.
• Strong coaching and influencing abilities, with the capacity to drive results and influence team behaviors.
• Detailed knowledge of global anti-money laundering standards and relevant regulatory governance in the financial sector.
• Understanding of local and Group compliance regulations, and the ability to obtain HSBC-specific compliance knowledge if new to the company.
• Strong ability to multi-task and prioritize in a fast-paced, dynamic work environment.

Why HSBC?

• Global Presence: Work in one of the largest global financial institutions with a diverse, international team.
• Career Development: HSBC offers career growth and opportunities for professional advancement.
• Innovative Environment: Join a company that values forward-thinking and continuous innovation in wealth management.

Join HSBC and achieve more in your career.