Job Description

Job description

Opening up a world of opportunity.

We're a financial services organization serving more than 40 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We're here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About the role

Branch Location: 885 West Georgia Street, Vancouver

In this role, you will lead a sales team at the branch to support the Wealth and Personal Banking strategy, monitor and report on achievement of targets and take responsibility for the attainment of desired Key Performance Indicators (KPIs).

The Assistant Manager, Sales and Service thrives on working within a highly complex environment, and has the industry expertise, business acumen and strong people leadership experience to deliver successful results.

Responsibilities

• Foster and develop a customer centric culture within branch and / or functional area
• Fully understands broad customer needs, and acts as first level escalation for most complex customer inquiries
• Model superior and courteous service to promote products and expand customer relationships
• Develop and maintain an active community profile
• Ensure customer expectations are exceeded in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel
• Provide a consistent customer experience across distribution channels, share learning's and ensure resources are appropriately deployed
• Ensure branch or work area is maintained in accordance with HSBC standards
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
• Lead a team-based approach in anticipating and managing customer needs.
• Provide open access for employees and customers to build rapport, discuss issues, and resolve concerns
• Build the capabilities of the team to enhance their ability to achieve financial and operating strategy
• Contribute and collaborate with colleagues to ensure the collective success of Retail Banking and Wealth Management strategy
• Participate and assist with all Bank promotional programs, sales targets and direct marketing initiatives
• Participate in business development programs to enhance product knowledge and cross selling skills
• Actively refer customers to other areas of HSBC where appropriate
• Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices.

Requirements

• 5 years of related and / or cross functional experience in industry
• Diplomatic problem solving skills to resolve issues within own functional area
• Effective communication and customer service skills
• Excellent interpersonal skills to support the building of strong relationships with diverse groups of people
• Excellent knowledge of investment and lending products / services and competitive environment
• Experience assisting with the performance management of direct reports through a performance management process
• Demonstrable experience leading others
• University / College degree or combination of equivalent education and experience in banking or related industry

Licensing/Accreditations

• Mutual Fund Licensing. Completed or willing to obtain with HSBC support;
• Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course; and Mutual Fund Skills Builders Course
• Personal Financial Planning Designation (PFP); For Quebec only, Institute of Canadian Broker certificate of achievement - Advanced Personal Finance

HSBC Proud

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.

We encourage all Black people, Indigenous People of Canada and people with disabilities to self-identify in their applications. Please contact our Canada Careers mailbox ( ) with any additional inquiries or for support and reasonable accommodations during the selection process.

If this is not the ideal role for you, we invite you to so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.