Wealth Portfolio Management Team Head - Retail Banking and Wealth Management

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 Job Description - Wealth Portfolio Management Team Head - Retail Banking and Wealth Management (0000DUC0)

Job Description 

Wealth Portfolio Management Team Head - Retail Banking and Wealth Management : 0000DUC0 



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 millions of 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 Wealth Portfolio Management Team Head.


Principal responsibilities

  • Lead your team and work with division directors to achieve client contact standards business growth plans 

  • Provide leadership to the Premier and Wealth sales force, collaborate with Wealth Development team and insight team to ensure product knowledge and financial planning skills are at the required global standards

  • Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical financial planning expertise

  • Support Wealth Portfolio Management Managers to gain more clients confidence and trust in HSBC's capabilities.

  • Increase the effectiveness, quality and breadth of needs identified and fulfilled client for target clients in need

  • Work closely with Investment Product Expert Team Heads on managing and leading the specialist team including standard roles and responsibilities, incentive, recognition.

  • Work with Manager, Wealth Investment Academy to ensure the specialist teams are well equipped to add value to clients using technical expertise appropriately and effectively and to improve the quality of advice amongst Wealth Portfolio Management Managers.

  • Collect and apply market and channel intelligence to identify and share competitive gaps, service issues, business opportunities, and challenges with stakeholders





  • Coordinate with stakeholders and departments to commit support to Wealth Portfolio Management Managers on market changes and provide product solutions
  • Perform independent analysis to identify risk and opportunities of bank portfolio on regular basis
  • Lead your team and work with Wealth Portfolio Management Managers to achieve client contact standard
  • Formulate strategic directions on different market scenario and ensure action being implemented
  • Maintain and continuously develop technical knowledge of products and solutions for area of responsibility
  • Efficiently manage time in order to effectively work with various sales leaders whom could be located in different branch locations
  • Proactively looks for opportunities to improve product relevance and competitiveness for HSBC
  • Maintain high standards of product suitability, control, and operational practices in line with HSBC and regulators expectations

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.



Job Field

 : Branch and Retail Banking

Primary Location

 : Asia Pacific-Hong Kong-Kowloon-Kowloon City


 : Full-time 


 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 14-Nov-2019, 16:21:05 

Unposting Date

 : 12-Dec-2019, 23:59:00  

27 March 2020
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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