Wealth Coach

Kuala Lumpur, Malaysia

Job Description


Job descriptionSome careers grow faster than others.If you\xe2\x80\x99re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our 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 deliver on HSBC\xe2\x80\x99s 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.We are currently seeking a high caliber professional to join our team as Wealth CoachPrincipal Responsibilities:

  • Build a sustainable Premier and wealth sales force and significantly improve the productivity with the sales force by working closely with network managers to provide superior coaching supports to RMs
  • Support RMs in improving client\xe2\x80\x99s satisfaction, sales quality, relevant product penetration, and deepening the clients\xe2\x80\x99 relationship with HSBC while ensuring we maintain a profitable scale and revenue per client.
  • Provide technical support in area of expertise
  • Support network managers in communicating Premier and Wealth strategy while assisting RM to achieve income, acquisition and growth.
  • Work with network managers in facilitating sharing of best practices, monitoring and supporting the development of business and financial performance of the team.
  • Drive market leading standard for conduct and control, in line with HSBC values
RequirementsRequirements
  • Strong coaching and influencing skills.
  • Indepth knowledge and expertise in area of coaching responsibility e.g for a generic wealth coach, it requires expertise for portfolio planning, sales process, client skill, and specific wealth products
  • Previous experience and proven records as Premier RM, Premier Sales Manager or Wealth Coach preferred.
  • Money laundering awareness certificate held. This will be provided for internally via e-learnings.
  • Knowledge of local relevant regulatory governance in market. Having CFP or CFA is advantageous for this role.
  • Knowledge of local and group compliance regulations.
  • Proven ability to multi-task in a fast pace work environment and prioritize work assignments.
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized.Opening up a world of opportunity.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. 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 HSBC Bank Malaysia Berhad

HSBC

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Job Detail

  • Job Id
    JD1057164
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Kuala Lumpur, Malaysia
  • Education
    Not mentioned