Wealth Sales Team Head, Offshore Banking
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
GCB 5
We are currently seeking a high calibre professional to join our team as a Wealth Sales Director Offshore Banking.
In this role you will:
- Demonstrate strong ability to lead the team to self-source develop new business by actively prospecting for new clients and referrals and leveraging your existing network to generate New to Bank leads
- Lead develop and manage a team of Relationship managers managing our premier clients to ensure achievement of the business objectives passionate to coach and guide the team
- Focus on nurturing and activating teams portfolio of clients to fund up to Premier Balance thereby making referrals to Core RM teams
- Educating the team to drive client to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
- Perform continuous teams portfolio analysis to identify potential client leads and opportunities
- Detailed meticulous and precise in identifying opportunities and gaps and ability to craft out quick business strategies to achieve business goals
- Working closely with other members of the Wealth Management team such as investment insurance treasury specialists to provide holistic solutions to our onshore banking premier clients
- Ability to constantly inspect what we expect on teams deliverables on regular basis
To be successful you will:
- The successful candidate has strong academic qualifications and in depth knowledge in Wealth Management with a proven track record of leading a team
- Strong understanding of financial markets and investment products
- Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet overall teams objectives
- Highly driven and possess the ability to succeed within a challenging environment
- Outgoing disposition well-equipped with good communication and interpersonal skills
- Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers personal banking and wealth management needs
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed and/or if relevant on an ongoing basis.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Key Skills
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
