Wealth Coach (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Stakeholder management","Communication"]

Coach and develop a team of PRMs to meet solution, experience, and quality KPIs, strengthening their wealth sales capabilities and improving client engagement. Implement and execute coaching plans for both experienced and newly onboarded PRMs, manage call leads to grow wealth customers, and provide technical consultancy on financial planning and product fit. Deliver tailored wealth strategies, ensuring conduct, controls, and customer experience meet Group standards.

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FursaFursa
HSBC
HSBC
1 day ago

Wealth Coach (Central, Hong Kong Island, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Coach and develop a team of PRMs to meet solution, experience, and quality KPIs, strengthening their wealth sales capabilities and improving client engagement. Implement and execute coaching plans for both experienced and newly onboarded PRMs, manage call leads to grow wealth customers, and provide technical consultancy on financial planning and product fit. Deliver tailored wealth strategies, ensuring conduct, controls, and customer experience meet Group standards.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Uplift PRMs’ achievement of solution, experience, and quality KPIs through coaching support to build a sustainable wealth sales force.
  • •Implement and execute coaching plans to enhance professionalism for PRMs and newly onboarded PRMs.
  • •Prioritize contact strategies for existing wealth customers and broaden the wealth base via call leads management.
  • •Communicate strategic directions and provide internal technical consultancy to PRMs on financial planning techniques and product fit.
  • •Prepare holistic, tailored wealth strategies and ensure local implementation of management directions while upholding conduct and controls standards.

Key Requirements

  • •University degree in Business Administration or a related discipline.
  • •Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil competency requirements for regulated activities.
  • •Minimum 5 years’ relevant experience in retail banking with strong knowledge of Wealth (Investment/Insurance/FX) product solutions.
  • •Excellent relationship-building and stakeholder management skills.
  • •Proficiency in English and Chinese.
Experience:5+ yearsRetail bankingWealth management
Education:Bachelor's
Skills:Relationship buildingStakeholder managementCommunication
Licenses:Hong Kong Securities Institute Licensing ExaminationIIQE
Languages:EnglishChinese

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