Mumbai, Maharashtra, India
1 day ago
VP and Regional Wealth Coach

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth Personal Banking 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.

Principal Responsibilities

In depth knowledge of holistic Financial Planning StrategiesDetailed understanding of generic financial vehicles and the areas of client needs they address in a financial planDisplays high standards of behavioral coaching excellenceAdvanced levels of presentation skills using different platformsUp to date knowledge of global economic outlooksAbility to create, manage and see through individual development plansAble to demonstrate client centric goal related questioning techniquesA resilient change agent who can influence othersExperienced business manager with proven understanding of activity-based sales managementHave an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordinglyAmbitious about providing the highest standards of delivery to colleagues and clientsDemonstrate ability to set stretch goals for self and the ability to deliver these with courage and tenacityAuthentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC and our clients

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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth Personal Banking 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.

Principal Responsibilities

In depth knowledge of holistic Financial Planning StrategiesDetailed understanding of generic financial vehicles and the areas of client needs they address in a financial planDisplays high standards of behavioral coaching excellenceAdvanced levels of presentation skills using different platformsUp to date knowledge of global economic outlooksAbility to create, manage and see through individual development plansAble to demonstrate client centric goal related questioning techniquesA resilient change agent who can influence othersExperienced business manager with proven understanding of activity-based sales managementHave an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordinglyAmbitious about providing the highest standards of delivery to colleagues and clientsDemonstrate ability to set stretch goals for self and the ability to deliver these with courage and tenacityAuthentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC and our clients

Post Graduate with 5 to 10 years of relevant experienceStrong coaching and influencing skillsIndepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client management skills.Previous experience and proven record as Premier RM, Premier Sales Manager, or Wealth Coach within HSBC or equivalent in other leading financial institutionDetailed knowledge of global anti money laundering standardsKnowledge of relevant regulatory governance in market Knowledge of local and Group compliance regulations (the latter to be attained if new to HSBC)Proven ability to multi-task in a fast paced work environment and prioritize work assignments

Useful Link

Link to Careers Site: ClickHERE

You’ll achieve more when you joinHSBC.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

Post Graduate with 5 to 10 years of relevant experienceStrong coaching and influencing skillsIndepth knowledge and expertise in area of coaching responsiblilty including portfolio planning, sales process and client management skills.Previous experience and proven record as Premier RM, Premier Sales Manager, or Wealth Coach within HSBC or equivalent in other leading financial institutionDetailed knowledge of global anti money laundering standardsKnowledge of relevant regulatory governance in market Knowledge of local and Group compliance regulations (the latter to be attained if new to HSBC)Proven ability to multi-task in a fast paced work environment and prioritize work assignments

Useful Link

Link to Careers Site: ClickHERE

You’ll achieve more when you joinHSBC.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited, India

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