Wealth Distribution Lead

vor 2 Wochen


Council of the City of Sydney, Österreich HSBC Vollzeit

Some career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share. As an HSBC employee in Australia, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market‑leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships. As a Wealth Distribution Lead, you will coach, motivate and lead a team of Executive relationship managers (ERMs) and Executive Relationship Officers (EROs) to deliver excellent customer service and holistic solutions to HSBC’s high net worth customers. Delivering a seamless holistic banking service inclusive of wealth management and investments, structured complex credit scenarios, and drive customer satisfaction through deepening relationships and developing relevant solutions. You will act as a brand ambassador, demonstrating high levels of professionalism plus strong communication and presentation skills to help guide and influence external stakeholders while fostering collaboration with internal teams to seek timely solutions. Working collaboratively with your team to drive business development activities to grow new to bank customers by working with other HSBC segments, markets and external referral networks. Your main responsibilities will include: Coach, motivate and lead a team of Executive relationship managers (ERMs) and Executive Relationship Officers (ERO) to deliver excellent customer service and holistic solutions to HSBC’s high net worth customers Developing long‑term, in‑depth client relationships with clients and executing on business development strategy for HNW new to bank customers Promoting the Wealth business offering within the branch network and other HSBC segments to ensure opportunities are identified and customer needs are met effectively, maximising all available resources Working closely with other segments of HSBC (e.g., retail banking, corporate banking, markets) to deliver a seamless customer experience and referrals where appropriate Compliance with the relevant Group standards and regulatory requirements Your qualifications will include: Leadership experience in banking preferably in the HNW segment (e.g. Private banking) RG 146 training in Securities, Bonds and Managed Investments, Derivatives and FX Relationship management experience in managing high net worth client portfolios Experience in Wealth management solutions and regulation relating to wholesale and sophisticated investor segment. Excellent interpersonal, oral and written communication skills required. Proven strong leadership, motivational, analytical, planning communications, organisational, problem‑solving, managerial and customer service skills. A high level of EQ coupled with the ability to set clear stretching goals for others and inspire them to achieve. Experience of coaching, mentoring, developing others and motivation skills Understanding of the regulatory framework governing both lending and investment offering in the HNW segment Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations. We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged. Learn more about careers at HSBC Australia – 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 HSBC Bank Australia Limited. Please note that HSBC will never communicate to applicants via non‑HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels. #J-18808-Ljbffr



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