Wealth Coach Manager

Intermediate (3-6 years)

Technical Skills

  • Compliance
  • Sales
  • Training

Job Description

Wealth Coach Manager

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 high caliber professionals to join our Wealth Sales Distribution Department as Wealth Coach Manager.

Principal responsibilities:
  • Assist the team head in building a sustainable sales force, enhance staff capability and performance
  • Design and review coaching plan and training materials by working closely with internal stakeholders to enhance the technical knowledge/skill for branch sales staff
  • Coach sales staff to improve customer satisfaction and deepen the relationship with the Bank
  • Provide deep dive support to branch network and ensure the sales quality, compliance and regulatory requirements are up to standard
  • University degree in Business Administration or a related discipline
  • At least 5 years of frontline banking sales experience with proven leadership and coaching abilities
  • Sound judgment with good interpersonal and coaching technique
  • Proficiency in both English and Chinese
  • Passes in the HKSI Licensing Examinations, Insurance Intermediaries Qualifying Examinations and attains relevant professional qualifications such as CFA/CFP/FRM an advantage
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
e-mail: [email redacted, apply via Jobable]
Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Planner (CFP), Certified Financial Risk Manager (FRM), CFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station