Associate Director, Sales Manager - Global Private Banking

Job level Senior
Work exp 6 Years To 7 Years
Education Bachelor Degree
Within Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Private Banking / Wealth Management
Logistics / Transportation > Sales / Business Development
Published On 19/06/2019
ref. 0000C75F
Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. 

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high caliber professional to join our team as Associate Director, Sales Manager .
In this role, you will
  • Sales Management Process
  • Collect effective business analytics to achieve high penetration of top themes and product ideas through systematic tracking and analysis
  • Ensure the alignment of sales ideas to Global and Regional Investment Counseling departments view and relevant themes
  • Ensure every sales initiative is very targeted by delineating Investment Counseling client books according to product relevance and priority
  • Support Market, Product and Investment Counseling teams in driving sales campaigns and training programs
  • Monitor trends of sales performance of Market and Investment Counseling Teams and identify key gaps and opportunities for target achievement
  • Ensure that client and market feedback is incorporated in the product and sales ideas
  • Sales material and tools
  • Ensure Investment Counselors and Relationship Managers are well equipped with best marketing materials available to ensure effective solicitation of product
  • Develop consistency with how product and sales initiatives are presented to clients, typically requires cross departmental work with marketing teams and Legal and Compliance
  • Liaising with Product Solution department to help with their product distribution presentation and timing
  • Ensure that product and sales repository is properly structured to support an efficient end to end sales process for Investment Counselors and Relationship Managers 
To be successful in this role, you should meet the following requirements
  • Good number of years of relevant business and product management experience in the banking industry, preferably Private Banking and or Private Wealth Management
  • University degree in Business or Finance
  • Ability to work in a multi function team and to establish credibility in front of colleagues and clients
  • Well versed in various Microsoft office applications such as Powerpoint, Excel, et cetera
  • Excellent verbal and written communication and interpersonal skills
  • Good understanding of front to back processes are an advantage  
For further details and application information please visit our career site, search under reference number 0000C75F
You’ll achieve more when you join HSBC.