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Job Description
In this role, you will
Regional Wealth lead covering the regional SQ activities, driving consistency and ensuring adherence to global Operating Procedure.
To provide assurance that HSBC’s customers are treated fairly and are recommended products that are suitable for their needs and appetite for risk.
To ensure that wealth sales are conducted and documented in line with HSBC policies and procedures as well as being compliant with respect to both local and external regulators, current legislation, Compliance and Departmental procedures
To provide wealth technical support and guidance to Sales Quality team in line with HSBC Global Operating Procedure and the regulatory environment.
Identifying wealth related issues and risks and escalating them appropriately
Managing and enhancing relationships with appropriate internal contacts to ensure that best practice, issues, concerns and learning points are shared and fed back to appropriate parties.
Identifying opportunities to continuously improve the service provided or process in place, referring to senior management where appropriate.
Responsible for preparing and analysing the wealth sales outcome for the Region
Ensuring that SQ Operating Procedure requirements are met and reported
Managing the Mystery Shopping program within the country and region
Management and oversight of Group projects as delegated by the Head of Sales Quality.
Deliver wealth training sessions to both Sales Quality and Sales teams.
Managing programs, reporting results and trends to required local and regional forums
Ensure all areas of risk are considered, the correct remedial action taken, and processes changed where necessary
Requirements
Regional Wealth lead covering the regional SQ activities, driving consistency and ensuring adherence to global Operating Procedure.
To provide assurance that HSBC’s customers are treated fairly and are recommended products that are suitable for their needs and appetite for risk.
To ensure that wealth sales are conducted and documented in line with HSBC policies and procedures as well as being compliant with respect to both local and external regulators, current legislation, Compliance and Departmental procedures
To provide wealth technical support and guidance to Sales Quality team in line with HSBC Global Operating Procedure and the regulatory environment.
Identifying wealth related issues and risks and escalating them appropriately
Managing and enhancing relationships with appropriate internal contacts to ensure that best practice, issues, concerns and learning points are shared and fed back to appropriate parties.
Identifying opportunities to continuously improve the service provided or process in place, referring to senior management where appropriate.
Responsible for preparing and analysing the wealth sales outcome for the Region
Ensuring that SQ Operating Procedure requirements are met and reported
Managing the Mystery Shopping program within the country and region
Management and oversight of Group projects as delegated by the Head of Sales Quality.
Deliver wealth training sessions to both Sales Quality and Sales teams.
Managing programs, reporting results and trends to required local and regional forums
Ensure all areas of risk are considered, the correct remedial action taken, and processes changed where necessary
Requirements
Job Requirements
To be successful in the role, you should meet the following requirements
Knowledge / Experience
Graduation degree is a must – to secure a UAE Visa and Work Permit
Comprehensive knowledge of Financial Services/industry/wealth products/regulation.
Strong decision making and people management skills.
Good working knowledge of HSBC systems.
Comprehensive knowledge and understanding of HSBC Sales Quality Standards, Sales Procedures and application in a holistic planning approach.
Good organisational skills and the ability to prioritise required.
Proficient with Excel and MI reporting tools, intermediate IT and modelling skills.
You’ll achieve more at HSBC.
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people.
Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hong Kong and Shanghai Banking Corporation Limited.
Knowledge / Experience
Graduation degree is a must – to secure a UAE Visa and Work Permit
Comprehensive knowledge of Financial Services/industry/wealth products/regulation.
Strong decision making and people management skills.
Good working knowledge of HSBC systems.
Comprehensive knowledge and understanding of HSBC Sales Quality Standards, Sales Procedures and application in a holistic planning approach.
Good organisational skills and the ability to prioritise required.
Proficient with Excel and MI reporting tools, intermediate IT and modelling skills.
You’ll achieve more at HSBC.
www.hsbc.com/careers
HSBC is committed to building a culture where all employees are valued, respected and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers, our business and our people.
Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.
Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hong Kong and Shanghai Banking Corporation Limited.