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Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Manager Sales Quality, Thematic Reviews.
Identify abnormal sales staff and customer profile from Wealth and Retail Banking sales to facilitate plans on thematic targeted Sales Quality Reviews to unveil potential risks to the Bank
Execute Sales Quality Review approach, methodology, process and reporting, which result in potential impacts on sales force performance and incentives
Execute fair assessment and conclusion of sales quality reviews on thematic targeted reviews to align with Conduct Outcomes
Escalate potential wrong customer outcome, misconduct and regulatory breaches to line managers promptly
Conduct robust detection and checking on delivery of Wealth and Retail Banking sales in respective Channels
Identify sales quality issues in the sales force through thematic targeted sales quality reviews
Understanding of customer profiles and needs and staff voices to conclude fair outcomes in the Reviews
Unveil improvement gaps from Review outcomes
Engage counterparts by providing feedback on delivery of products and sales processes with customer centricity
Convey post Reviews remediation and mitigations to address fulfilment gaps in processes and development gaps in sales force
Ensure own competence and training to comply with the requirements laid down in the Sales Quality Capability Framework
Sharing of observations and learning with team members to support growth in staff competence
Support team to execute and practise the Banks healthiest human system
Carry out Thematic and targeted reviews with efficiency, effectiveness and transparency
Consistently apply external and internal regulatory guidelines to assure operational integrity by highlighting any compliance breaches or procedural issues
Continually assess the operational risks associated with the role and inherent risks in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology
University degree in an appropriate discipline or equivalent
Valid Insurance license and registration as a Relevant Individual under Securities and Future Ordinance
Proven recent experience in sales quality assurance monitoring and sales procedures applications
Project management experience would be an asset
Strong analytical reasoning capabilities
Excellent people management skills and experience, with the proven ability to influence others and drive quality performance
High standard of written and verbal English, and good communication skills in Cantonese and Mandarin
Proficiency in the use of computer, including Microsoft Word, Excel and PowerPoint, and Chinese typing skills
You'll achieve more when you join HSBC.
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Internal Number: 6288538
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