Work style

We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world

Managing the day-to-day activities, including coaching, of the SQ regional team by ensuring that priority are addressed, • Communicating relevant information to key stakeholders locally,, • Identifying issues and risks and escalating those appropriately, • Monitoring all the team activities and ensuring the relevant training and support is provided, • 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, referring to senior management where appropriate, • Other activities assigned by line manager

Requirements

• To be successful in the role, you should meet the following requirements:
• At least 6 years’ experience in a variety of banking areas and functions
• Appropriate local certifications for Sales/Risk roles
• Qualification in Financial Planning preferable
• Good knowledge of Wealth and Financial Services/industry/products/regulation
• Autonomy in decision making regarding review of sales
• Communicate at all levels with confidence (written and verbal)
• Good working knowledge of HSBC systems related to sales and risk
• Comprehensive knowledge and understanding of HSBC Sales Quality Standards and Sales Procedures and application in a holistic planning approach
• Good organisational skills and the ability to understand urgency and prioritisation when required
• You’ll achieve more when you join HSBC

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 and inclusive and diverse environment. 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

Wealth Training and Capability Coach

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