Wealth Distribution Management Manager

Found in: Talent HK C2 - 1 day ago

Hong Kong, Hong Kong SAR China HSBC Full time

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high caliber professional to join our team as a Wealth Distribution Management Manager.

Principal Responsibilities

Work in close proximity to Senior Wealth Distribution Management Manager & team and support the Head of Wealth Investment Sales to faciliate high-quality Wealth Distribution deliverables to our customers, Sales Leaders, RMs & Product Experts Implement the HSBC globally standardized WPB’s value and house view to develop Investment Wealth Management initiatives and deliver high-quality & robust wealth solutions Analyze and interpret complex data of HSBC’s Investments, Wealth & Sales performance. Formulate Management Information to facilitate an informed decision-making process ·Partner with the Investments & Wealth Solutions team to create bespoke products and distribution strategies to achieve clients’ annual financial & qualitative objectives and nurture customer loyalty toward HSBC Commercialize Wealth Sales initiatives to achieve the predefined KPIs and engage affiliated stakeholders proactively for evaluation to attain continuous enhancement Formulate Wealth Investment strategies, driving investment sales planning and channel optimization. Facilitate knowledge transferal to the frontline about product innovation and drive the end-to-end process which aims to uplift customer experience Develop transparent action plans and construct coaching roadmaps for the frontline sales team to ensure satisfactory business performance with measurable KPIs. Lead internal education events for frontline members to facilitate knowledge transferal on product innovation and end-to-end journeys to frontline colleagues Liaise with both internal & external stakeholders to facilitate the development and delivery of Investment & Wealth services, products and solutions Demonstrate strong qualitative and quantitative understanding on the market, and financial analytical capability to advise the formulation of strategic direction  Requirements University degree with honours in economics, finance, business, mathematics or a related discipline Solid relationship manager or product specialist experiences in either retail or private or investment banks or fund houses with a focus on the distribution of wealth investment products Strong relationship management, communication and negotiation skills, and sales capability in client servicing to manage the consultative sales process and provide needs-based solutions and with the ability to work effectively as part of a team Positive and proactive attitude, with the flexibility to collaborate in a team setting, and willingness to take on new responsibilities Extensive external market awareness of market conditions, new product solutions, and a robust understanding of financial market activities Capability to demonstrate a forward-looking mindset in the analysis of financial markets and development of market insights Proven track record of conducting detailed portfolio analysis and management to capture wealth investment opportunities Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socioeconomic dynamics, and regulatory requirements relevant to the products Fluent written and verbal English and Cantonese language skills, as well as a communicative level of Mandarin Specialisation in one or more product categories Unit Trust/Structured Products/FX/Bond/Wealth Lending/Financing Planning A solid understanding of local and Group compliance regulations, customer due diligence, portfolio risk identification, and global Anti-Money Laundering (AML) standards

  • Private Wealth Advisor

    5 days ago

    Hong Kong, Hong Kong SAR China Winland Wealth Management Limited Full time

      Winland Wealth Management have been serving wealthy families and privileged individuals for over half a century both locally and overseas. Established in 1970, it is the foremost licensed multi-family office in Hong Kong. We have been providing our clients with safe, trustworthy, and reliable services. Supported by a group of industry expertise and our...

  • Head of Expat Distribution Asia Pacific

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Wealth and...

  • Senior Productivity Management Manager

    Found in: Talent HK C2 - 2 days ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Wealth and...

  • Investment Products Management Manager

    2 weeks ago

    Hong Kong, Hong Kong SAR China The Bank of East Asia Full time

    Responsibilities Assist Section Head of investment Products Management to drive retail investment revenue growth under Personal Banking Division (“PBD”), BEA Hong Kong (“BEAHK”).  Support business and marketing activities on investment products (include Unit Trusts, Bonds, Structured Products, Treasury and FX products). Ensure all initiatives are...

  • Branch Manager

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...

  • Manager, Distribution Compensation, Asia

    Found in: Talent HK C2 - 2 days ago

    Hong Kong, Hong Kong SAR China Sun Life Full time

    Job Description : Job description (heading) / Description du poste (titre) Subject matter expert in compensation working with RO finance, BU distribution to build a digital enabled compensation model. Review and approve BU compensation models that encourages advisor productivity and quality sales. Preferred skills (heading) / Compétences...

  • Manager, Distribution Compensation, Asia

    Found in: Talent HK C2 - 1 day ago

    Hong Kong, Hong Kong SAR China Sun Life Full time

    Description du poste (titre) Subject matter expert in compensation working with RO finance, BU distribution to build a digital enabled compensation model. Review and approve BU compensation models that encourages advisor productivity and quality sales. Preferred skills (heading) / Compétences particulières (titre ) Deep experience in...

  • Head of Distribution Innovation and Experience

    Found in: beBee jobs HK - 5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    描述 A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career...

  • Wealth Coach

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    A Career with Hang Seng Bank Retail Distribution - Wealth Sales Distribution Department Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and automated banking...

  • Wealth Coach

    2 weeks ago

    Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job description A Career with Hang Seng Bank Retail Distribution - Wealth Sales Distribution Department Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and...

  • Senior Manager, Insurance Distribution Risk

    Found in: Talent HK C2 - 2 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers open more doors than others. If you’re 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. Global Risk is a...

  • Head of Sales

    Found in: Talent HK C2 - 2 weeks ago

    Hong Kong, Hong Kong SAR China NPA WorldWide Full time

    Job description: Drive branch network, Wealth Management Center and other distribution channels for sales activities of wealth management products to achieve sales targets of the Bank.Develop and drive sales strategies of wealth management products focusing on Investment & Insurance (I&I) to achieve sales growth of the Bank.Develop and execute a strategic...

  • Head of Distribution Innovation and Experience

    Found in: beBee S HK - 5 days ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    描述 A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic...

  • Senior Proposition Manager, Customer Portfolio Management

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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. Customer...

  • Senior Manager, Distribution Project Governance and Management

    Found in: Talent HK C2 - 1 day ago

    Hong Kong, Hong Kong SAR China AIA Full time

    FIND YOUR 'BETTER' AT AIA If you believe in better, we’d love to hear from you. About the Role This role provides governance oversight on all Group Distribution initiatives and supervises the corresponding time spend and benefits achieved. This role will help support the Group Chief Distribution Officer and Group Distribution Channel CEOs in...

  • Manager, Distribution Training, Asia

    Found in: Talent HK C2 - 2 days ago

    Hong Kong, Hong Kong SAR China Sun Life Full time

    Description du poste (titre) At Sun Life we are focused on building a world-class distribution function that propels our Purpose to help Clients achieve lifetime financial security and live healthier lives. Client driven with an innovation mindset, this role partners closely with our both Regional and BU teams to take the leadership role on...

  • Manager, Distribution Training, Asia

    Found in: Talent HK C2 - 2 days ago

    Hong Kong, Hong Kong SAR China Sun Life Full time

    Job Description : Job description (heading) / Description du poste (titre) At Sun Life we are focused on building a world-class distribution function that propels our Purpose to help Clients achieve lifetime financial security and live healthier lives. Client driven with an innovation mindset, this role partners closely with our both Regional and BU...

  • Account Manager – Wealth Management, Hong Kong

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China PIMCO Full time

    RESPONSIBILITIES Work with the team to develop and execute a business development and relationship management strategy amongst our bank distribution partners in Hong Kong. PIMCO views this market segment as a strategic growth opportunity Market and service the full range of PIMCO products and services, with the assistance of senior investment...

  • Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong

    Found in: Talent HK C2 - 1 week ago

    Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management, Private Wealth Management, Financial Analyst, Analyst, Hong Kong

    2 weeks ago

    Hong Kong, Hong Kong SAR China Goldman Sachs Full time

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...