Sales Process Manager

6 days ago

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

We are seeking a highly skilled Sales Process Manager to join our team at Hang Seng Bank. As a key member of our department, you will be responsible for supporting sales teams in performing due diligence exercises and third-party risk assessments.

Key Responsibilities
  • Support sales teams in performing due diligence exercises and third-party risk assessments
  • Facilitate Distribution Governance Forum
  • Conduct gap analysis regarding current sales process against regulatory requirements and internal requirements
  • Analyze the current sales process and identify areas of inefficiency or bottleneck
  • Stay up-to-date with trends in sales process optimization, compliance best practices, and regulatory changes
  • Consult with sales leadership and managers to understand key challenges and requirements
  • Redesign the process to remove redundancies and build in appropriate controls and compliance steps
  • Implement process improvements and new tools to automate repetitive tasks while maintaining compliance
  • Document user requirements and coordinate with IT/system teams on any sales process system enhancement
  • Train sales teams on the optimized sales processes
  • Continuously monitor and optimize the sales process to keep it efficient and effective, as well as compliant
Requirements
  • University graduate in related disciplines or relevant qualifications
  • Knowledge in insurance and retail banking compliance requirements will be an advantage
  • Strong self-motivation and creativity, with excellent project management, communication, problem-solving, and analytical skills
  • Demonstrated ability to rapidly build relationships with key stakeholders
  • Ability to work independently and meet tight deadlines without compromising quality
  • A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results
  • Proficiency in both spoken and written English and Chinese
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

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