Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join the Wealth Coaching team at International Wealth & Premier Banking (IWPB) India

JOB Introduction

International Wealth & Premier Banking (IWPB) serves over 50 million customers globally, offering a comprehensive suite of banking and wealth management services. Our mission is to help clients manage their finances, safeguard their assets, and build their financial futures. IWPB integrates Retail Banking, Wealth Management, Insurance, and Asset Management, focusing on customer-centric solutions and innovative, efficient distribution channels.

Key Responsibilities

• Possess in-depth expertise in holistic financial planning strategies.
• Demonstrate a comprehensive understanding of financial products and how they address various client needs within a financial plan.
• Uphold high standards of excellence in behavioral coaching.
• Deliver advanced presentations effectively across multiple platforms.
• Maintain up-to-date knowledge of global economic trends and outlooks.
• Create, manage, and execute individual development plans.
• Utilize client-centric, goal-oriented questioning techniques.
• Act as a resilient change agent, effectively influencing others.
• Apply proven experience in activity-based sales management as an experienced business manager.
• Understand the immediate regional Global Wealth Strategy and plan personal activities accordingly.
• Work as a quasi-leader in the region and support the regional leadership team.
• Demonstrate ambition in providing the highest standards of service to colleagues and clients.
• Set ambitious goals for yourself and deliver on them with courage and determination.
• Engage authentically with colleagues and clients to deliver results efficiently.
• Make well-considered decisions that protect HSBC and our clients.

Qualifications & Requirements

• Postgraduate degree with 510 years of relevant experience.
• Strong coaching and influencing abilities.
• In-depth expertise in coaching, including portfolio planning, sales processes, and client management.
• Previous success as a Premier Relationship Manager, Premier Sales Manager, or Wealth Coach at HSBC or a comparable financial institution.
• Familiarity with relevant regulatory frameworks in the market.
• Knowledge of local and Group compliance regulations (to be acquired if new to HSBC).
• Comprehensive understanding of global anti-money laundering standards.
• Proven ability to multitask and prioritize in a fast-paced environment.

Pro-tip : Familiarity with AI-enabled tools is an advantage.

Youll achieve more at 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.

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Issued by The Hongkong and Shanghai Banking Corporation Limited, India