77 Sales Enablement jobs in Hong Kong
Business Analyst, Sales Enablement, Retail
Posted today
Job Viewed
Job Description
About the Job
We are seeking a qualified and experienced Business Analyst to join our team. The Business Analyst (Smart Retail) will work closely with business user, vendor and development teams to gather and document business requirements, analyze business processes, and assist to deliver Smart Retail solutions that meet the business's needs.
Key Responsibilities
- Collaborate with clients and stakeholders to identify business requirements and translate them into functional and technical specifications for Smart Retail solutions.
- Conduct workshops, interviews, and surveys to gather and document business requirements.
- Analyze business processes, identify areas of improvement, and propose Smart Retail solutions that align with the clients' strategic objectives.
- Work closely with development teams to ensure that the proposed solutions are technically feasible and meet the clients' requirements.
- Develop and maintain project documentation, including business requirements, functional and technical specifications, use cases, and test cases.
- Provide support to the development, testing, implementation of retail sales solutions and project administration.
- Conduct user acceptance testing and ensure that the proposed solutions meet the clients' expectations.
- Provide training and support to end-users on Smart Retail solutions.
Requirements
- Bachelor's Degree in Computer Science, Information Systems or related field.
- At least 3 years relevant experience preferably from retail industry
- Strong knowledge of retail systems, processes, and best practices.
- Excellent communication, presentation, and interpersonal skills.
- Strong analytical and problem-solving skills.
- Proficiency in retail sales software solution development
- Experience with Agile/Scrum methodologies is a plus.
We offer excellent career opportunities, attractive remuneration package & benefits to the right candidate. Interested parties please apply by clicking Apply Now with a full resume stating the latest and expected salary.
All information collected will be used for recruitment purposes only.
Business Analyst - Sales Enablement, Retail & CRM
Posted 22 days ago
Job Viewed
Job Description
Join to apply for the Business Analyst - Sales Enablement, Retail & CRM role at Michael Page
Business Analyst - Sales Enablement, Retail & CRM1 day ago Be among the first 25 applicants
Join to apply for the Business Analyst - Sales Enablement, Retail & CRM role at Michael Page
- Primarily focused on the Digital, Commerce portfolio
- Gather, document, and analyse business requirements related to sales enablement
We are looking for a Business Analyst to work on projects within our Digital, Commerce portfolio, bridging the gap between business needs and technical requirements on technology and reporting projects. You will collaborate with business experts and technology teams to identify & implement solutions to meet evolving business models. The Business Analyst will primarily focus on the Digital, Commerce portfolio but may also work across other projects within Digital or Commercial Technology.
Job Description- Partner with Business Functions to translate business needs into benefits, project scope, and objectives aligned with strategic goals
- Act as a change agent for new capabilities delivered
- Support vendor selection activities by collating requirements and scoring criteria, aligning with business benefits
- Prepare and facilitate workshops, assimilate process content, identify knowledge gaps, set agendas, and create materials
- Work at various levels of detail, from high-level discussions to detailed requirements and test scripts
- Communicate requirements to data, solution leads, and development teams to develop solutions
- Uphold enterprise data and information principles in system and reporting solutions
- Visualize process changes and impacts with stakeholders to establish understanding and accountability
- Liaise with managers, project teams, and architects to govern scope, manage changes, and risks
- Identify synergies and dependencies across projects within Digital and wider IT portfolio
- Maintain and promote consistent Business Analysis methodology and practices
- Effective communication skills in technical and business contexts
- Ability to build relationships with management and stakeholders
- Experience in eliciting and documenting requirements with quality deliverables
- Basic understanding of data architecture principles
- Basic understanding of user experience design principles
- Experience with programming languages like Python, SQL, Java
- Knowledge of current technologies and trends
- Strong critical thinking and logical reasoning skills
- Ability to work independently and on multiple projects
- Effective at managing challenges and communicating with technical teams
- Interpersonal and influencing skills to achieve results
- Excellent communication and presentation skills
- Familiarity with tools like JIRA and Confluence
- PMP certification is a plus
- Experience in Retail industry, especially with Digital or consumer-facing technologies
We foster a creative, inclusive environment, committed to sustainability and community impact, aiming to develop the next generation of sustainable luxury, industry change, and community support.
Contact: Royce Chan
Quote job ref: JN-
Seniority level- Entry level
- Full-time
- Information Technology and Engineering
- Information Services, Human Resources Services, Financial Services
Referrals increase your chances of interviewing at Michael Page by 2x
Get notified about new Business Analyst jobs in Central & Western District, Hong Kong SAR .
Wan Chai District, Hong Kong SAR 1 week ago
Sha Tin District, Hong Kong SAR 2 weeks ago
#J-18808-LjbffrBusiness Analyst - Sales Enablement, Retail & CRM
Posted 17 days ago
Job Viewed
Job Description
Join to apply for the Business Analyst - Sales Enablement, Retail & CRM role at Michael Page
Business Analyst - Sales Enablement, Retail & CRM1 day ago Be among the first 25 applicants
Join to apply for the Business Analyst - Sales Enablement, Retail & CRM role at Michael Page
- Primarily focused on the Digital, Commerce portfolio
- Gather, document, and analyse business requirements related to sales enablement
We are looking for a Business Analyst to work on projects within our Digital, Commerce portfolio, bridging the gap between business needs and technical requirements on technology and reporting projects. You will collaborate with business experts and technology teams to identify & implement solutions to meet evolving business models. The Business Analyst will primarily focus on the Digital, Commerce portfolio but may also work across other projects within Digital or Commercial Technology.
Job Description- Partner with Business Functions to translate business needs into benefits, project scope, and objectives aligned with strategic goals
- Act as a change agent for new capabilities delivered
- Support vendor selection activities by collating requirements and scoring criteria, aligning with business benefits
- Prepare and facilitate workshops, assimilate process content, identify knowledge gaps, set agendas, and create materials
- Work at various levels of detail, from high-level discussions to detailed requirements and test scripts
- Communicate requirements to data, solution leads, and development teams to develop solutions
- Uphold enterprise data and information principles in system and reporting solutions
- Visualize process changes and impacts with stakeholders to establish understanding and accountability
- Liaise with managers, project teams, and architects to govern scope, manage changes, and risks
- Identify synergies and dependencies across projects within Digital and wider IT portfolio
- Maintain and promote consistent Business Analysis methodology and practices
- Effective communication skills in technical and business contexts
- Ability to build relationships with management and stakeholders
- Experience in eliciting and documenting requirements with quality deliverables
- Basic understanding of data architecture principles
- Basic understanding of user experience design principles
- Experience with programming languages like Python, SQL, Java
- Knowledge of current technologies and trends
- Strong critical thinking and logical reasoning skills
- Ability to work independently and on multiple projects
- Effective at managing challenges and communicating with technical teams
- Interpersonal and influencing skills to achieve results
- Excellent communication and presentation skills
- Familiarity with tools like JIRA and Confluence
- PMP certification is a plus
- Experience in Retail industry, especially with Digital or consumer-facing technologies
We foster a creative, inclusive environment, committed to sustainability and community impact, aiming to develop the next generation of sustainable luxury, industry change, and community support.
Contact: Royce Chan
Quote job ref: JN-
Seniority level- Entry level
- Full-time
- Information Technology and Engineering
- Information Services, Human Resources Services, Financial Services
Referrals increase your chances of interviewing at Michael Page by 2x
Get notified about new Business Analyst jobs in Central & Western District, Hong Kong SAR .
Wan Chai District, Hong Kong SAR 1 week ago
Sha Tin District, Hong Kong SAR 2 weeks ago
#J-18808-LjbffrSenior Executive, Sales Admin & Enablement
Posted 22 days ago
Job Viewed
Job Description
4 days ago Be among the first 25 applicants
Direct message the job poster from Plaza Premium Group
Associate Director, Talent Acquisition at Plaza Premium Group specializing in niche talent acquisition.Come Join our Family Today!
Together, We Make Travel Better!
What you’ll be doing:
- Support and ensure successful onboarding of clients following each sales closure, with a strong focus on ensuring the contracting process is successfully executed.
- Collaborate with various internal departments and clients to provide a seamless transition for clients from sales to service delivery.
- Take ownership of client feedback and issue resolution to ensure high levels of satisfaction and long-term retention.
Client Onboarding and Support
- Ensure the contracting process is successfully executed.
- Coordinate with sales, legal, finance, IT, and operations teams to ensure a smooth onboarding process for new clients.
- Develop and implement onboarding plans tailored to each client's needs and requirements.
- Provide training and support to clients on the use of Meet & Greet services and related products.
- Address client inquiries and resolve any issues that arise during the onboarding process
Relationship Management
- Build and maintain strong relationships with clients at working level to ensure their satisfaction and retention.
- Managing customer feedback and issue resolution
- Assist the sales team in closing deals by providing product information and addressing client concerns.
- Prepare and deliver presentations, product demonstrations, and webinars to showcase the benefits of Meet & Greet services.
- Support in deal negotiations and contract discussions with clients to ensure smooth implementation.
Data Analysis and Reporting
- Track and analyze client onboarding data, conversion rates, and feedback.
- Prepare regular reports and presentations to evaluate onboarding performance and suggest actionable strategies for improvement.
Collaboration and Coordination
- Coordinate with marketing, group operations, global sales support, global call center team, and local sales teams to ensure a seamless client experience.
- Collaborate on promotional campaigns, product launches, and client retention initiatives.
About you:
- Degree in Hospitality Management, Business Administration or related discipline.
- Practical working experience within tourism industry.
- Relevant experience in the travel industry and knowledge of Meet & Greet or Airport operations will be an advantage.
- Advanced Excel, PowerPoint, Word and use of Graphs to interpret data. Marco knowledge would be an advantage.
- Excellent organization and planning skills
- Strong analytical skills
- Self-motivated, ability to work accurately and effectively under pressure
- Strong in spoken and written English and Mandarin.
- Seniority level Associate
- Employment type Full-time
- Industries Food and Beverage Services and Hotels and Motels
Referrals increase your chances of interviewing at Plaza Premium Group by 2x
Get notified about new Sales Support Administrator jobs in Hong Kong, Hong Kong SAR .
Central & Western District, Hong Kong SAR 5 days ago
Administrative Officer – Executive & Personal Support (Lam Tsuen) (Up To $24k) Officer, Project Administration (Ref: SMD224/25, 10546) Business Support/ Assistant, Corporate Finance DepartmentCentral & Western District, Hong Kong SAR 9 months ago
Senior Executive Assistant/Executive Assistant (at the rank of Clerk I/II) (2 posts)Wan Chai District, Hong Kong SAR 4 days ago
Central & Western District, Hong Kong SAR 9 months ago
Administrator - Policy, Registration and Oversight (Contract) Senior Executive Assistant / Executive Assistant (at the rank of Clerk I/II)Central & Western District, Hong Kong SAR 9 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrSenior Executive, Sales Admin & Enablement
Posted 4 days ago
Job Viewed
Job Description
4 days ago Be among the first 25 applicants
Direct message the job poster from Plaza Premium Group
Associate Director, Talent Acquisition at Plaza Premium Group specializing in niche talent acquisition.Come Join our Family Today!
Together, We Make Travel Better!
What you’ll be doing:
- Support and ensure successful onboarding of clients following each sales closure, with a strong focus on ensuring the contracting process is successfully executed.
- Collaborate with various internal departments and clients to provide a seamless transition for clients from sales to service delivery.
- Take ownership of client feedback and issue resolution to ensure high levels of satisfaction and long-term retention.
Client Onboarding and Support
- Ensure the contracting process is successfully executed.
- Coordinate with sales, legal, finance, IT, and operations teams to ensure a smooth onboarding process for new clients.
- Develop and implement onboarding plans tailored to each client's needs and requirements.
- Provide training and support to clients on the use of Meet & Greet services and related products.
- Address client inquiries and resolve any issues that arise during the onboarding process
Relationship Management
- Build and maintain strong relationships with clients at working level to ensure their satisfaction and retention.
- Managing customer feedback and issue resolution
- Assist the sales team in closing deals by providing product information and addressing client concerns.
- Prepare and deliver presentations, product demonstrations, and webinars to showcase the benefits of Meet & Greet services.
- Support in deal negotiations and contract discussions with clients to ensure smooth implementation.
Data Analysis and Reporting
- Track and analyze client onboarding data, conversion rates, and feedback.
- Prepare regular reports and presentations to evaluate onboarding performance and suggest actionable strategies for improvement.
Collaboration and Coordination
- Coordinate with marketing, group operations, global sales support, global call center team, and local sales teams to ensure a seamless client experience.
- Collaborate on promotional campaigns, product launches, and client retention initiatives.
About you:
- Degree in Hospitality Management, Business Administration or related discipline.
- Practical working experience within tourism industry.
- Relevant experience in the travel industry and knowledge of Meet & Greet or Airport operations will be an advantage.
- Advanced Excel, PowerPoint, Word and use of Graphs to interpret data. Marco knowledge would be an advantage.
- Excellent organization and planning skills
- Strong analytical skills
- Self-motivated, ability to work accurately and effectively under pressure
- Strong in spoken and written English and Mandarin.
- Seniority level Associate
- Employment type Full-time
- Industries Food and Beverage Services and Hotels and Motels
Referrals increase your chances of interviewing at Plaza Premium Group by 2x
Get notified about new Sales Support Administrator jobs in Hong Kong, Hong Kong SAR .
Central & Western District, Hong Kong SAR 5 days ago
Administrative Officer – Executive & Personal Support (Lam Tsuen) (Up To $24k) Officer, Project Administration (Ref: SMD224/25, 10546) Business Support/ Assistant, Corporate Finance DepartmentCentral & Western District, Hong Kong SAR 9 months ago
Senior Executive Assistant/Executive Assistant (at the rank of Clerk I/II) (2 posts)Wan Chai District, Hong Kong SAR 4 days ago
Central & Western District, Hong Kong SAR 9 months ago
Administrator - Policy, Registration and Oversight (Contract) Senior Executive Assistant / Executive Assistant (at the rank of Clerk I/II)Central & Western District, Hong Kong SAR 9 months ago
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrHead of Wealth Sales Process
Posted today
Job Viewed
Job Description
Job Description
Some careers grow faster than others.
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.
International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking an experienced individual to join our team as an
Head of Wealth Sales Process & Journey
.
*Role purpose
With the Bank's strategic shift in its focus towards Wealth, the Premier Wealth Solutions team and the Customer Channel & Commercialization team has been brought together to form an integrated team, to deliver our end-to-end One Wealth vision, with greater integration and by transforming distribution into a Wealth-focused model.
The integrated team enables the Bank to provide world-class product solutions informed by customer and business insights, deliver exceptional customer experiences with seamless omni-channel sales and service journeys, and develop a world-class frontline to transform our distribution to focus on wealth. This will be achieved by transforming our RMs, delivering industry-leading wealth platforms, while ensuring sustainable growth with robust risk controls and oversight.
The Head of
Head of Wealth Sales Process & Journey plays a key role within the newly combined team, responsible to transform our wealth sales process, designing world-class customer journeys, with synchronization across channels to deliver hybrid experiences, and to drive digital wealth commercialization and process enhancements by adopting a holistic multichannel lens for our Premier customers with the following remit:*
Manage Wealth Sales Process, from Front to Back, including line up with Operations to streamline the end-to-end process
Manage end-to-end Journey Development:
- Horizontal L3 digital wealth journeys
End-to-end journey design covering full wealth lifecycle
Enable cross-sell linking Retail Banking with Wealth journeys
Principal Accountabilities And Responsibilities
- Define and champion the global vision and strategy for Wealth Sales Process and Journeys, ensuring alignment with the overall organizational goals
- Identify and analyze emerging industry trends, competitive landscape, and client needs to inform strategic direction
- Lead the design of our wealth sales process and customers journey across channels (Branch, Digital, Hybrid) to drive financial and non-financial outcomes
- Identify opportunities to uplift customer experience based on robust insights made available from feedback loops, including leading industry practices and voice of the customer (including jNPS and complaints)
- Align our wealth sales processes and journeys with the overall business goals and priorities of the organisation
- Manage end-to-end journey development, encompassing horizontal wealth journey designs, drive wealth CLCM and enable cross-sell linking Retail Banking with Wealth
- Partner with Digital & Customer Experience and Channel Strategy to improve customer experience across channels
- Establish the operating model and rhythm to provide effective oversight on wealth customer journeys to uplift customer wealth experience
- Establish key performance indicators (KPIs) and metrics to measure the effectiveness of the revamped process and journeys to achieve our overall business targets
*Leadership & Teamwork *
- Lead and inspire a high-performing global team, fostering a collaborative work environment and promoting knowledge sharing.
- Work with key stakeholders across global, regional, and market teams to enhance business and client outcomes.
- Cultivate an engaging working environment that emphasizes personal development and champions Diversity and Inclusion.
- Act as a leader and SME for Wealth Sales Process, as well as Wealth Customer Experience
Requirements
*Functional Knowledge *
- Excellent influencing and collaboration skills
- Ability to set clear strategic direction aligned with Markets, Propositions, Functions, and experience working across Group, Region, and Market teams.
- Broad understanding of Wealth and Premier banking, with in-depth knowledge of risks impacting our Distribution agenda, enabling effective communication with senior business leads.
- SME on wealth sales processes, including regulatory requirements across multiple jurisdictions
- Managing stakeholders across all three lines of defense
- Thorough understanding of HSBC's risk management framework
- Experience working in business risk & control management role
- Strong interpersonal skills and ability to bring the organization/teams along with us on this journey
- Ability to drive agile change
Others
- Strong leadership, interpersonal, and communication skills with the ability to influence senior teams and interact at all levels of the organization.
- Deep understanding of sales and marketing principles, familiarity with culture, supervision, and conduct frameworks, and experience in positively driving culture.
- Strong numerical and analytical skills, with the ability to work independently, multi-task, filter information, and prioritize multiple demands.
- Ability to navigate the matrix, drive integration opportunities, and effectively plan and manage projects.
Opening up a world of opportunity
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.
Associate, Suitability & Sales Process, Private Banking
Posted 16 days ago
Job Viewed
Job Description
As part of the Chief Operating Office (COO) Team, the Suitability Framework Specialist will focus on the suitability framework and order taking on wealth investments, including leading objectives. This position will work closely with project leads to manage and deliver change management elements, ensuring alignment of business processes across Hong Kong and Singapore relevant change initiatives within the Private Banking business. The role is designed to maintain a strong client focus while achieving efficient and effective processes that align with business goals.
Process Optimization:- Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, driving continuous improvement and optimization.
- Ensure systematic problem solving where options are evaluated and decisions align with the company values.
- Lead/support the launch and embedding of change projects that align with strategic objectives.
- Develop comprehensive change implementation plans to ensure smooth transition and minimal disruption.
- Engage stakeholders throughout the process to communicate changes effectively and gather feedback, ensuring all initiatives are executed on time and within scope.
- Ensure compliance with external regulatory requirements, internal control standards, and group compliance policies in the locations.
- Act as a liaison between various cross-functional teams, facilitating open communication to gather requirements and address concerns.
- Key contact point for Product Owners on new product launches and enhancement of product offerings.
- Coordinate with project teams to align efforts and maintain momentum.
- Build strong relationships with business units to ensure successful collaboration on process improvements.
- Maintain comprehensive and up-to-date documentation of defined processes to support transparency and governance.
- Ensure that documentation is easily accessible to relevant stakeholders and complies with internal and external regulatory standards.
- Deliver change engagement plans to a high standard, supporting business rollout and embedding through clear communication and training programs.
- Private Banking Regional Head, COO, Business Planning Management, Banking Operations, Wealth Operations, Wealth Management, Compliance, Legal, Relationship Managers, Client Service Managers, and support functions (e.g., Ops Risk, Fraud Risk, ICS Risk, Conduct Risk, Group Internal Audit).
- Embed Here for Good and Group’s brand and values in Hong Kong Private Banking; perform other responsibilities as assigned under Group, Country, Business, or Functional policies and procedures.
- Degree qualified with a minimum of 8 years of experience in the banking industry.
- Sound HKMA/SFC/MAS regulatory knowledge in investment suitability & selling process, with an understanding of private banking business.
- Solid experience in Change Management; ability to adapt and act quickly to drive change by advocating innovative solutions.
- Self-motivated team player with excellent analytical and problem-solving skills, capable of resolving complex operational issues.
- Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal stakeholders.
- Excellent written and verbal communication skills in English and Chinese.
- Proficiency in MS Excel, PowerPoint, and Word.
Be The First To Know
About the latest Sales enablement Jobs in Hong Kong !
Associate, Suitability & Sales Process, Private Banking
Posted 3 days ago
Job Viewed
Job Description
As part of the Chief Operating Office (COO) Team, the Suitability Framework Specialist will focus on the suitability framework and order taking on wealth investments, including leading objectives. This position will work closely with project leads to manage and deliver change management elements, ensuring alignment of business processes across Hong Kong and Singapore relevant change initiatives within the Private Banking business. The role is designed to maintain a strong client focus while achieving efficient and effective processes that align with business goals.
Process Optimization:- Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, driving continuous improvement and optimization.
- Ensure systematic problem solving where options are evaluated and decisions align with the company values.
- Lead/support the launch and embedding of change projects that align with strategic objectives.
- Develop comprehensive change implementation plans to ensure smooth transition and minimal disruption.
- Engage stakeholders throughout the process to communicate changes effectively and gather feedback, ensuring all initiatives are executed on time and within scope.
- Ensure compliance with external regulatory requirements, internal control standards, and group compliance policies in the locations.
- Act as a liaison between various cross-functional teams, facilitating open communication to gather requirements and address concerns.
- Key contact point for Product Owners on new product launches and enhancement of product offerings.
- Coordinate with project teams to align efforts and maintain momentum.
- Build strong relationships with business units to ensure successful collaboration on process improvements.
- Maintain comprehensive and up-to-date documentation of defined processes to support transparency and governance.
- Ensure that documentation is easily accessible to relevant stakeholders and complies with internal and external regulatory standards.
- Deliver change engagement plans to a high standard, supporting business rollout and embedding through clear communication and training programs.
- Private Banking Regional Head, COO, Business Planning Management, Banking Operations, Wealth Operations, Wealth Management, Compliance, Legal, Relationship Managers, Client Service Managers, and support functions (e.g., Ops Risk, Fraud Risk, ICS Risk, Conduct Risk, Group Internal Audit).
- Embed Here for Good and Group’s brand and values in Hong Kong Private Banking; perform other responsibilities as assigned under Group, Country, Business, or Functional policies and procedures.
- Degree qualified with a minimum of 8 years of experience in the banking industry.
- Sound HKMA/SFC/MAS regulatory knowledge in investment suitability & selling process, with an understanding of private banking business.
- Solid experience in Change Management; ability to adapt and act quickly to drive change by advocating innovative solutions.
- Self-motivated team player with excellent analytical and problem-solving skills, capable of resolving complex operational issues.
- Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal stakeholders.
- Excellent written and verbal communication skills in English and Chinese.
- Proficiency in MS Excel, PowerPoint, and Word.
Head of Wealth Sales Process & Journey - IWPB
Posted 14 days ago
Job Viewed
Job Description
Overview
Head of Wealth Sales Process & Journey - IWPB
3 days ago Be among the first 25 applicants
Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.
International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
We are currently seeking an experienced individual to join our team as an Head of Wealth Sales Process & Journey .
Role purpose
With the Bank’s strategic shift in its focus towards Wealth, the Premier Wealth Solutions team and the Customer Channel & Commercialization team has been brought together to form an integrated team, to deliver our end-to-end One Wealth vision, with greater integration and by transforming distribution into a Wealth-focused model. The integrated team enables the Bank to provide world-class product solutions informed by customer and business insights, deliver exceptional customer experiences with seamless omni-channel sales and service journeys, and develop a world-class frontline to transform our distribution to focus on wealth. This will be achieved by transforming our RMs, delivering industry-leading wealth platforms, while ensuring sustainable growth with robust risk controls and oversight. The Head of Head of Wealth Sales Process & Journey plays a key role within the newly combined team, responsible to transform our wealth sales process, designing world-class customer journeys, with synchronization across channels to deliver hybrid experiences, and to drive digital wealth commercialization and process enhancements by adopting a holistic multichannel lens for our Premier customers with the following remit:
- Manage Wealth Sales Process, from Front to Back, including line up with Operations to streamline the end-to-end process
- Manage end-to-end Journey Development:
- Horizontal L3 digital wealth journeys
- End-to-end journey design covering full wealth lifecycle
- Enable cross-sell linking Retail Banking with Wealth journeys
- Define and champion the global vision and strategy for Wealth Sales Process and Journeys, ensuring alignment with the overall organizational goals
- Identify and analyze emerging industry trends, competitive landscape, and client needs to inform strategic direction
- Lead the design of our wealth sales process and customers journey across channels (Branch, Digital, Hybrid) to drive financial and non-financial outcomes
- Identify opportunities to uplift customer experience based on robust insights made available from feedback loops, including leading industry practices and voice of the customer (including jNPS and complaints)
- Align our wealth sales processes and journeys with the overall business goals and priorities of the organisation
- Manage end-to-end journey development, encompassing horizontal wealth journey designs, drive wealth CLCM and enable cross-sell linking Retail Banking with Wealth
- Partner with Digital & Customer Experience and Channel Strategy to improve customer experience across channels
- Establish the operating model and rhythm to provide effective oversight on wealth customer journeys to uplift customer wealth experience
- Establish key performance indicators (KPIs) and metrics to measure the effectiveness of the revamped process and journeys to achieve our overall business targets
- Lead and inspire a high-performing global team, fostering a collaborative work environment and promoting knowledge sharing.
- Work with key stakeholders across global, regional, and market teams to enhance business and client outcomes.
- Cultivate an engaging working environment that emphasizes personal development and champions Diversity and Inclusion.
- Act as a leader and SME for Wealth Sales Process, as well as Wealth Customer Experience
- Excellent influencing and collaboration skills
- Ability to set clear strategic direction aligned with Markets, Propositions, Functions, and experience working across Group, Region, and Market teams.
- Broad understanding of Wealth and Premier banking, with in-depth knowledge of risks impacting our Distribution agenda, enabling effective communication with senior business leads.
- SME on wealth sales processes, including regulatory requirements across multiple jurisdictions
- Managing stakeholders across all three lines of defense
- Thorough understanding of HSBC’s risk management framework
- Experience working in business risk & control management role
- Strong interpersonal skills and ability to bring the organization/teams along with us on this journey
- Ability to drive agile change
- Strong leadership, interpersonal, and communication skills with the ability to influence senior teams and interact at all levels of the organization.
- Deep understanding of sales and marketing principles, familiarity with culture, supervision, and conduct frameworks, and experience in positively driving culture.
- Strong numerical and analytical skills, with the ability to work independently, multi-task, filter information, and prioritize multiple demands.
- Ability to navigate the matrix, drive integration opportunities, and effectively plan and manage projects.
Opening up a world of opportunity
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.
Seniority level- Not Applicable
- Full-time
- Sales and Business Development
- Industries
- Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at HSBC by 2x
#J-18808-LjbffrAssistant Vice President, Sales Process, Wealth Management
Posted today
Job Viewed
Job Description
Responsibilities:
- Ensure smooth and efficient selling process in compliance with regulatory requirement
- Prepare documentations on investment selling procedures and guidelines
- Review and implement necessary changes on investment operation related procedure and system design so as to comply with the relevant rules and regulations
- Formulate and execute action plan regarding rectifications/improvements when there is comment/advice from regulatory bodies
- Participate in system development projects (e.g. review user requirements, functional specification, test plan, conduct UAT…etc.) and maintain quality control on deliverables
- Prepare and deliver training to frontlines before product rolled out
- Negotiate with relevant parties, manage end-to-end processing procedures and closely work with various internal and external parties
- Assist team head to handle ad hoc assignments as required
Requirements:
- Bachelor Degree in Business Administration, Finance or related discipline
- Minimum 3 years' relevant banking experience with solid experience in investment selling process, wealth management products or investment operations
- Experience in quality check of investment selling is an advantage
- Conversant with the banking rules and regulatory requirements
- Experience in system development/enhancement project is an asset
- Strong communication, interpersonal, analytical and problem solving skills
- Strong self-motivation with ability to work under pressure
- Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English
- Proficiency in MS Office Applications and Chinese Word Processing
Benefits / Other Information:
- 5-day week
- Discretionary bonus
- Education subsidies
- Birthday leave
- Marriage leave
- Extra maternity leave
- Extra paternity Leave
- Examination leave
- Insurance plan
- Medical plan
- Family medical plan
- Dental plan
We offer competitive remuneration package and promising career opportunities to the successful candidates. Interested parties, please send full resume with current & expected salary and the date of availability to The HR Division, G.P.O. Box 2535, HK , or by clicking Apply Now. Please quote reference on your application. Information provided will be treated in strict confidence and only be used for recruitment purposes. Personal data of unsuccessful applications will be destroyed 24 months after the completion of the recruitment and selection exercise.