Global Private Banking Team Lead
1 month ago
Wealth and Personal Banking (WPB) is a key business area at HSBC, responsible for delivering on the company's purpose of opening up a world of opportunity. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.
Principal Responsibilities- To lead a team of Service Managers in Global Private Banking, providing excellent service and support to Relationship Managers.
- To drive the team to build and maintain relationships with clients based on credibility, reliability, and personal interest.
- To identify wealth opportunities and refer business to Relationship Managers as appropriate.
- To ensure an exceptional level of customer service with delivery exceeding client expectations.
- A minimum of $120,000 per year salary, plus additional benefits and bonuses.
- Frontline sales experience in financial services or equivalent relationship management experience managing high net worth client portfolios.
- Proven sales supervisory experience 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, coaching skills, excellent interpersonal and communication skills.
- Fluency in both English and Cantonese, with knowledge in Putonghua preferred.
HSBC is a global banking and financial services organization with a presence in many countries. We offer our customers a broad range of financial services, including retail banking and wealth management. Our goal is to provide the best possible service to our customers and help them achieve their financial goals.
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