HSBC

Manager Sales Quality Implementation - Retail Banking and Wealth Management

HSBC
Full Time
Junior (less than 3 years)
Bachelor
English, Cantonese

Job Description

Manager Sales Quality Implementation - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Tai Kok Tsui

Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Manager Sales Quality Implementation.
Principal responsibilities
  • Support the enforcement of business compliance and best practice sharing by constantly reviewing transaction recommendations and identifying abnormalities
  • Recommend remedial measures and reinforce service standards
  • Contribute to and implement quality improvement initiatives and contribute to the ongoing development and improvement of monitoring processes and tools to ensure the continuous improvement of quality assurance
  • Review and improve quality guidelines and measures
  • Promote integrity by monitoring full compliance with business discipline guidelines, and recommend control measures for the execution
  • Monitor and enforce adherence to Group financial planning standards and implement monitoring measures covering all Retail Banking and Wealth Management staff
  • Liaise with retail distribution channels and departments to investigate customer complaints regarding frontline practices
  • Provide guidance and technical support to team members

Qualifications

Requirements
  • University degree in an appropriate discipline
  • Valid Insurance license and registration as a Relevant Individual under Securities and Future Ordinance
  • Completion of six Certified Financial Planning modules, with Certified Financial Planning modules certification preferred
  • Proven recent experience in providing information about life insurance products and services that suit and fulfill customer's needs, with quality assurance monitoring experience an advantage
  • Project management experience would be an asset
  • Strong analytical reasoning capabilities
  • Excellent people management skills and experience, with the proven ability to influence others and drive quality performance
  • High standard of written and verbal English and Cantonese language skills
  • Proficiency in the use of computer, including Microsoft Word, Excel and PowerPoint, and Chinese typing skills
You’ll achieve more when you join HSBC.
 
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Technical Skills

  • Compliance
  • Financial Planning
  • Futures
  • Life Insurance
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Project Management
  • Quality Assurance
  • Technical Support
  • Typing
  • Wealth Management