Assistant Wealth Coach Manager

Intermediate (3-6 years)

Technical Skills

  • Apache Pivot
  • Compliance
  • Customer Service
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Sales
  • Training
  • Wealth Management

Job Description

Assistant Wealth Coach Manager

Assistant Wealth Coach Manager

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 centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution Department as Assistant Wealth Coach Manager.

Principal responsibilities:
  • Assist to formulate wealth sales plans, training and coaching materials by working closely with internal stakeholders to enhance frontline staff's capability and performance and achieve overall investment and insurance sales goal
  • Provide, review and ensure the quality of wealth sales support to enhance capabilities and professionalism of the sales force and improve overall customer satisfaction via coaching and mentorship duties
  • Provide deep dive support to branch network and ensure the sales quality, compliance and regulatory requirements are up to standard
  • Contribute to projects related to pre-launch preparation for new products and implementation of new procedures
  • Ensure all processes and procedures are accurate and in accordance with the Bank's global standards and compliance requirements
  • University degree in a related discipline or other relevant qualifications
  • Minimum 3 years' banking experience, with good knowledge of wealth management products
  • Good communication, interpersonal and analytical skills
  • Proficiency in both English and Chinese
  • Literate in Microsoft applications such as Microsoft Word, Excel (Pivot Table and V-look up) and PowerPoint
  • Passes in the Hong Kong Securities Institute Licensing Examination an advantage
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Apply Now
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station