Wealth Sales Journey Manager - Hang Seng Bank (HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: SalesExperience: 6+ yearsSkills: ["Self-motivation","Independent work","Detail-minded","Communication","Interpersonal skills"]

Drive end-to-end improvements to the wealth sales journey for investments and wealth solutions. You’ll define and manage sales process requirements for suitability and customer workflows, collaborate with stakeholders to uplift customer journey experience across distribution channels, and continuously optimize investment product sales processes. The role also supports implementation of sales controls and coordinates requirements for internal and external audit reviews while ensuring all changes follow governance and compliance.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
3 days ago

Wealth Sales Journey Manager - Hang Seng Bank (HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Drive end-to-end improvements to the wealth sales journey for investments and wealth solutions. You’ll define and manage sales process requirements for suitability and customer workflows, collaborate with stakeholders to uplift customer journey experience across distribution channels, and continuously optimize investment product sales processes. The role also supports implementation of sales controls and coordinates requirements for internal and external audit reviews while ensuring all changes follow governance and compliance.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Assist in project planning and implementing strategic initiatives across the end-to-end wealth sales journey to improve service quality, efficiency, and sales compliance.
  • •Define and manage end-to-end sales process requirements, including sales suitability workflows and documentation/disclosure requirements.
  • •Collaborate with stakeholders to evaluate wealth solutions across distribution channels and identify opportunities to improve customer journey experience.
  • •Maintain and optimize the investment product sales process by translating user needs into requirements and keeping guidance up to date.
  • •Support sales controls and coordinate internal and external audit review requirements while ensuring governance and compliance for process changes.

Key Requirements

  • •University degree in Business Administration, Finance, Marketing, or a related discipline.
  • •Minimum 6 years of relevant experience, preferably in the banking industry.
  • •Knowledge of investment sales journey and financial planning.
  • •Proven track record managing complex delivery projects using scrums.
  • •Strong communication skills and proficiency in English and Chinese (Mandarin beneficial).
Experience:6+ yearsBanking
Education:
Skills:Self-motivationIndependent workDetail-mindedCommunicationInterpersonal skills
Licenses:HKSI licensing examinations
Languages:EnglishChineseMandarin
Tech Stack:MS WordMS ExcelPowerPointJIRAConfluence

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn