Hong Kong Job Openings
HSBC
Head of Business Planning and Support - Private Banking and Trust Services - Hang Seng Bank (HK)
Central
FULL TIME
September 3, 2024
Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.
Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.
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Report to Head of Sales Management and Business Development to optimize operating efficiency and mitigate associated risk, improve client engagement and ensure fair outcomes for customers
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Provide day-to-day administrative and services support to Private Banking teams including management of Client Services Managers stationed at frontline teams.
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Oversee the operation of Private Banking frontline team to support Relationship Managers on day-to-day activities and ensure consistent application of Policy and legal standards to minimize business and reputational risks
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Plan, manage and implement to expand the frontline team for business growth through close collaboration with Private Banking senior management and stakeholders
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Oversee the human resource of Private Banking frontline team and support Co-Head of Relationship Management on people matters such as optimizing job satisfaction for sustainable growth of the department
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Support Co-Head of Relationship Management and work with other Private Banking teams to implement sales plan, initiatives and other projects for financial performance enhancement
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Formulate projects or work with other Private Banking teams on developing sales flow on new flagship product align with banking standard
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Collaborate with senior management or compliance/ risk team to increase and quality assurance units on Private Banking sales quality and take remedial measures to ensure strict adherence to the compliance standards
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Initiate projects and drive initiatives to align with bank's direction and business focuses
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University degree with a minimum of 10 years' experience in Private Banking
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Passes in the HKSI and IIQE licensing examinations
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Excellent communication, interpersonal and leadership abilities
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Excellent analysis and problem solving capabilities applied with demonstrable impact in projects
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Experience and success in implementing change or improvements in cross functional projects
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Strong business acumen with a strategic orientation. Sound problem-solving abilities
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Proficiency in both English and Chinese
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Great sense of customer centricity with dedication to deliver exceptional quality services for UHNW customers
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