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Senior Associate, Distribution Training

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 4 days ago

No clicks

**Senior Associate, Distribution Training** at HSBC supports Senior Trainers in designing and delivering sales force training. Key responsibilities include developing basic sales advisory training, regulatory compliance, sales skills, and technical knowledge modules. Manage recruitment and onboarding of new reps, collaborate on channel engagement initiatives, and monitor post-training outcomes. Essential skills include sales experience in financial planning, relevant industry certifications, strong communication abilities, and interpersonal skills.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll 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.

We are currently seeking a high calibre professional to join our team as a Senior Associate, Distribution Training.

In this role you will need:

  • Support Senior Trainers in designing, developing, and delivering training solutions for the sales force.
  • Focus on basic training on the sales advisory process and system, regulatory requirements (specifically Fair Dealing Guidelines and Culture & Conduct), sales skills, and technical knowledge (underwriting, claims, etc.)
  • Support recruitment and onboarding of new reps by working with external vendors to provide the necessary CMFAS tutorials to help them pass their industry exams.
  • Support channel engagement initiatives to drive change, such as the adoption of new processes, new company/industry guidelines and requirements, etc.
  • Monitoring and reporting on post-training outcomes
  • Payment of service rendered by external training vendors
  • Working with the Competency Standards team to ensure mandatory training is conducted, tracked, and documented according to standard operating procedures.

To be successful you will need:

  • Demonstrated sales experience within the financial planning sector, supported by relevant industry certifications (i.e. M5, M9, M9A, HI, M8, M8A)
  • Proven experience in delivering distribution-focused training programmes
  • Strong communication skills, both written and verbal, with the ability to convey information clearly and effectively
  • Well-developed interpersonal skills, with the ability to build productive working relationships with stakeholders

Opening up a world of opportunity
http://www.hsbc.com/careers

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.

https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22

Senior Associate, Distribution Training

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

4 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Senior Associate, Distribution Training** at HSBC supports Senior Trainers in designing and delivering sales force training. Key responsibilities include developing basic sales advisory training, regulatory compliance, sales skills, and technical knowledge modules. Manage recruitment and onboarding of new reps, collaborate on channel engagement initiatives, and monitor post-training outcomes. Essential skills include sales experience in financial planning, relevant industry certifications, strong communication abilities, and interpersonal skills.

Full Job Description

Some careers have more impact than others.

If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll 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.

We are currently seeking a high calibre professional to join our team as a Senior Associate, Distribution Training.

In this role you will need:

  • Support Senior Trainers in designing, developing, and delivering training solutions for the sales force.
  • Focus on basic training on the sales advisory process and system, regulatory requirements (specifically Fair Dealing Guidelines and Culture & Conduct), sales skills, and technical knowledge (underwriting, claims, etc.)
  • Support recruitment and onboarding of new reps by working with external vendors to provide the necessary CMFAS tutorials to help them pass their industry exams.
  • Support channel engagement initiatives to drive change, such as the adoption of new processes, new company/industry guidelines and requirements, etc.
  • Monitoring and reporting on post-training outcomes
  • Payment of service rendered by external training vendors
  • Working with the Competency Standards team to ensure mandatory training is conducted, tracked, and documented according to standard operating procedures.

To be successful you will need:

  • Demonstrated sales experience within the financial planning sector, supported by relevant industry certifications (i.e. M5, M9, M9A, HI, M8, M8A)
  • Proven experience in delivering distribution-focused training programmes
  • Strong communication skills, both written and verbal, with the ability to convey information clearly and effectively
  • Well-developed interpersonal skills, with the ability to build productive working relationships with stakeholders

Opening up a world of opportunity
http://www.hsbc.com/careers

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.

https://www.youtube.com/embed/NIa2CodFG6E?si=sFOWeYmq5fs3vE5i%22