Offers “HSBC”

Expires soon HSBC

Branch Sales Manager - Wealth and Personal Banking


Job description

Job description

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 (WPB) 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. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation

We are currently seeking a high calibre professional to join our team as a Branch Sales Manager .

As an Branch Sales Manager, you have a central role to play in excel your leadership and change management skills and deliver the branch performance measures in line with the defined business plan.  You will lead and manage a team of Premier Relationship Managers and HSBC Premier Elite Directors and work collectively to maximize performance in achieving WPB business objectives.  To ensure your success, HSBC provides an environment surrounded with dedicated and supportive senior management team to formulate strategies and plans to grow the wealth management business.  All these are unique in making your career journey different from any other.

Principal Responsibilities

·  Contribute to the Bank's objectives according to the formulation and implementation of the branches business plan
·  Encourage the team to deepen customer relationships by fulfilling the needs and to contribute service initiatives for existing and new to bank customers
·  Monitor and take multiple level control of different product performance for Relationship Management stream
·  Collaborate with specialists to drive branch activities
·  Work closely with other branch management teams and specialists
·  Ensure staff have conducted regular reviews with customers and provide appropriate wealth management products according to customer needs
·  Take responsibility for the development of staff in the team to ensure the Bank's strategy in wealth management can be successfully implemented
·  Develop the relationship manager team culture and build a strong sense of team spirit

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories


·  University degree in a relevant discipline
·  Proven frontline experience in financial services, with outstanding track record of supervisory experience in a management capacity
·  Good knowledge of all wealth management products including insurance and investment, with expertise in financial planning, and customer portfolio management
·  Proven track record in client portfolio management
·  Strong presentation skills with a commercial orientation
·  Excellent leadership and people management skills to lead a driven team with promising results
·  Well-developed interpersonal and communication skills
·  Clear view on how to work with Compliance, Credit and Risk, and Internal Control to ensure a balanced risk operating environment
·  Certified Financial Planner qualification would be an advantage
·  Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
·  Fluency in both English and Cantonese, with knowledge of Putonghua preferred 

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 Shanghai Banking Corporation Limited.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.

Make every future a success.
  • Job directory
  • Business directory