Service Manager Team Lead, Global Private Banking

6 days ago


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

Unlock Your Potential in a Dynamic Role

HSBC is seeking a high-calibre professional to join our team as a Service Manager Team Lead, Global Private Banking. This exciting opportunity will allow you to leverage your skills and experience to drive business growth and deliver exceptional customer service.

Key Responsibilities

  • Lead a team of Service Managers to provide top-notch service and support to Private Banking Relationship Managers.
  • Drive the team to identify wealth opportunities and refer business to PBRM as appropriate.
  • Ensure excellent customer service delivery, exceeding client expectations.
  • Comply with all regulations, operation guidelines, and manage financial crime risk.

Requirements

  • Proven years of frontline sales experience in financial services, with equivalent relationship management experience in managing high net worth client portfolios.
  • Strong sales supervisory experience in a management capacity, with an outstanding track record.
  • Good knowledge of all wealth management products, including insurance and investment, with expertise in financial planning and customer portfolio management.
  • Strong leadership, people management, and coaching skills, with excellent interpersonal and communication skills.
  • Fluent in both English and Cantonese, with knowledge of Putonghua preferred.


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