Job ref no.: 207988574-0000FCX0 (CT3131126-01#0209)

Senior Wealth Sales Process Management Manager - Wealth & Personal Banking


The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking a high calibreprofessional to join our team as a Senior Wealth Sales Process Management Manager.

Principal Responsibilities

  • The main role of the job holder is to lead a team to oversee branch activities and drive initiatives to optimize wealth sales productivity of the entire branch network in AMH per the Group strategic imperatives of growing quality income, Global Standards implementation and process streamlining.The job holder needs to orchestrate the development and implementation of Group and local initiatives and identify process streamlining opportunities via challenging existing procedures, conducting branch activities analysis and leveraging on transformation initiatives whereas the ultimate objective is to uplift work efficiency and sales productivity

  • With a wide range of sophisticated products offered by branches, the high inherited financial crime risk associated with the Group’s strategic focus on international business and digital channels, tightening regulatory requirements and the highly competitive environment plus the increasing demand for high work efficiency, the job holder must possess sound knowledge on various aspects of WPB in particular compliance and process re-engineering areas.In addition, he or she needs to work collaboratively with senior managers of various WPB teams and Global Functions of Group, ASP and AMH in order to gain their support of effectively managing conflicting priorities and driving balanced decisions to achieve the assigned compliance goals and business growth targets

  • Overall, the job holder needs to build a risk adverse culture in the branch network to ensure all related business activities meet the highest internal control standards and regulatory requirements as well as foster a “work smart” behavior there to optimize the wealth sales productivity of the important face-to-face sales and service channel


  • University graudate preferably with a master business degree or equivalent

  • Sound knwoledge on financial crime and sales compliance control at branches plus ability to drive wealth sales and operations process streamlining

  • Over 5 years middle management work experience of retail banking with dreict wealth sales processmanagement or financial crime control experience preferred

  • Strong leadership with ability to drive change and results

  • Strong interpersonal skills with proven ability of organizational planning, resource mobilisation and problem solving

  • Excellent command in English and able to communicate effectively at all leves

  • Being able to work in a multicultual environement

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

More job information
Job ref no. 207988574-0000FCX0 (CT3131126-01#0209)
Job Function
Employment Term
  • Full-time
  • 7 years - 10 years
Career Level
  • Senior management level
  • Degree