Manager - Wealth Sales Quality EMEA
- United Arab Emirates
- Permanent
- Full-time
If you're looking for a career that will help you stand out, join HSBC and fulfil your 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 furtherHSBC International Wealth and Premier Banking (IWPB)
We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world..We are currently seeking an ambitious individual to join our IWPB team, working together with colleagues to define, manage and achieve divisional business targets.In this role, you will:
- Regional Wealth lead covering the regional SQ activities, driving consistency and ensuring adherence to global Operating Procedure.
- To provide assurance that HSBC's customers are treated fairly and are recommended products that are suitable for their needs and appetite for risk.
- To ensure that wealth sales are conducted and documented in line with HSBC policies and procedures as well as being compliant with respect to both local and external regulators, current legislation, Compliance and Departmental procedures
- To provide wealth technical support and guidance to Sales Quality team in line with HSBC Global Operating Procedure and the regulatory environment.
- Identifying wealth related issues and risks and escalating them appropriately
- Managing and enhancing relationships with appropriate internal contacts to ensure that best practice, issues, concerns and learning points are shared and fed back to appropriate parties.
- Identifying opportunities to continuously improve the service provided or process in place, referring to senior management where appropriate.
- Responsible for preparing and analysing the wealth sales outcome for the Region
- Ensuring that SQ Operating Procedure requirements are met and reported
- Managing the Mystery Shopping program within the country and region
- Management and oversight of Group projects as delegated by the Head of Sales Quality.
- Deliver wealth training sessions to both Sales Quality and Sales teams.
- Managing programs, reporting results and trends to required local and regional forums
- Ensure all areas of risk are considered, the correct remedial action taken, and processes changed where necessary
Knowledge / Experience
- Graduation degree is a must - to secure a UAE Visa and Work Permit
- Comprehensive knowledge of Financial Services/industry/wealth products/regulation.
- Strong decision making and people management skills.
- Good working knowledge of HSBC systems.
- Comprehensive knowledge and understanding of HSBC Sales Quality Standards, Sales Procedures and application in a holistic planning approach.
- Good organisational skills and the ability to prioritise required.
- Proficient with Excel and MI reporting tools, intermediate IT and modelling skills.
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