- To lead Service Manager (SMO), Global Private Banking team to provide excellent service and support to Private Banking Relationship Manager (PBRM)
- To lead and drive SMO team on transaction banking business, building, and maintaining relationships with clients based on credibility, reliability, and personal interest
- To lead and drive SMO team to identify wealth opportunities and refer business to PBRM as appropriate
- To ensure excellent level of customer service with exceeding client expectations delivery
- To comply with all regulations, operation guidelines and managing financial crime risk Requirements
- With years of frontline sales experience in financial services, equivalent relationship management experience in managing high net worth client portfolios is preferred
- Proven years sales supervisory experience in management capacity with outstanding track record
- Possess good knowledge of all wealth management products including insurance and investment with an expertise in financial planning and customer portfolio management
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Required insurance and investment licenses holder
- Strong selling and presentation skills, leadership, people management/coaching skills, excellent interpersonal ad communication skills
- Fluent in both English and Cantonese, with knowledge in Putonghua is preferred
Service Manager Team Lead, Global Private Banking - Hong Kong, 香港 - HSBC
描述
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Service Manager Team Lead, Global Private Banking .
Principal Responsibilities