Retail Banking and Wealth Management (RBWM)
Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-
class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-
centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an experienced professional to join our team.
In this role, you will :
Responsible for leading, developing and managing a branch to ensure achievement of the business objectives with responsibility for Retail.
The role will :
Ensure delivery of a consistently excellent customer experience and encourage customer migration to alternative channels.
Operate with the highest standards that meet and exceed all regulatory requirements and ensure that front line act as first line of defence by having right conversations with customers.
Deliver fair outcomes for our customers and ensure both own and employee conduct maintains the orderly and transparent operation of financial markets.
Be accountable for minimising risk and maximising operational efficiency.
Achieve results by working with the whole branch team, local market and wider community.
Ensure strict alignment to global standards.
Play active role as part of wider area / regional leadership team.
Deliver branch plan including leads / sales prospect management and overall customer experience.
Manage a branch covering Retail and Wealth, managing employees.
Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes.
1. Acquire and Deepen Customer Relationships to Achieve Branch Plan
2. Lead, Develop and Manage the Team
3. Lead Branch Operations
4. Manage Customer Experience
To be successful in the role, you should meet the following requirements :
Knowledge / Experience
Proven ability in team leadership and management
Proven ability in Wealth and Retail distribution
Proven and progressive management experience.
Proven ability in relationship management in the Retail sector
Demonstrate behaviours consistent with HSBC Values
Proven adherence to controls and compliance with no significant breaches
Expertise in financial planning and related systems and processes
Strong marketing, sales, management planning, financial, leadership, project management and communication skills
and good knowledge and control of risk management.
Strong planning and organising skills.
Ability to use numerical data to effectively manage branch performance.
Excellent industry and sector knowledge.
Good knowledge of Wealth and Retail distribution techniques and models.
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
Coaching sales techniques, best practice and sales management on a team and one to one basis
Planning and organising skills
Problem solving skills
Qualifications and Certificates (add local requirements)
Attain appropriate professional and regulatory qualifications as required by the local market
Attain any internal standards as required by market
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.
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Issued by HSBC Bank (China) Company Limited