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.

Global Vision. Local Focus.

Things really are different here. A career with HSBC in Canada is truly an experience that few financial service organisations can match. Here you will find yourself inspired and supported by colleagues whose daily responsibilities cross time zones, continents and cultures. You will be motivated to aim for your highest aspirations, and enjoy the rewards of belonging to a diverse and growth-driven culture.

Canada is a priority market for HSBC. We remain focused on growing customers locally with our unique products, and we offer a full suite of solutions developed from our global connectivity and network. HSBC has the institutional strength, capacity and commitment to support our Canadian client's requirements here and around the world. Employees who thrive at HSBC are service focused, entrepreneurial and driven. They show collaborative spirit and a quest for continuous improvement, while having the industry expertise and business acumen to deliver.

About Retail Banking & Wealth Management

Branch Location: 407-8th Avenue SW, Calgary

Retail Banking and Wealth Management serves millions of customers worldwide through our branch network, call centres, and digital and mobile banking. We also connect institutional and retail clients with investment opportunities through our Global Asset Management division.

A day in the life of a Premier Service & Sales Manager include the following:

The role is a customer facing where leadership and meeting customer needs are critical to the success of the business. The role of Wealth Sales Manager is to lead, develop and manage a team of Premier Relationship Managers (PRMs) to ensure achievement of the business objectives and deliver the branch performance measures in line with the defined business plan. The Wealth Sales Manager has a central role to play in effectively leading and implementing change as an integral part of delivering the business strategy

Create and maintain an environment where the Wealth Sales Manager and their team maximize performance in achieving the RBWM business objectives while providing the highest sales quality and service standards. The role will ensure the business is effectively run in accordance with the RBWM Operating Model.

In delivering the business objectives, role holders must also maintain the highest standards of risk management, control and compliance required by the Group, closely managing and driving the individual and collective performance of the team.

Implementation of the Operating Model requires the role holder to implement the Group standards in customer contact strategy and delivery of those standards in accordance with any country specific requirements (based upon a good understanding of the branch's personal customers, the potential customer base, local market conditions and competitor activity).

A key responsibility is to develop the people within the team, leading and coaching them to maximize their performance and realize their potential within HSBC.

Responsibilities:

Principle Accountabilities:

• Use the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate PRMs use the support provided by specialists
• Manage the application of EDRAS, client funnel management and sales quality standards
• Implement customer relationship and proposition strategies
• Build a prominent profile in the community in which you are based in a way that builds HSBC's reputation and brand
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
• Drive a high performance culture through robust objective setting, performance reviews and action to address poor performance
• Evaluate performance against KPIs and make discretionary incentive recommendations in line with the Group incentive plans
• Observe, feedback and coach the team to improve effectiveness and performance
• Train, maintain and develop your team to a level appropriate for the business and in line with country training plans
• Recruit and onboard high caliber individuals in line with headcount and resourcing plans.
• Maintain and enhance personal and team knowledge and skills through sharing best practice for creating an exceptional customer experience
• Hold regular team and one-to-one meetings with team members to share priorities, establish focus, coach and address risks & issues
• Role-model HSBC values and create an inclusive work environment which embraces diversity and fosters engagement
• Demonstrate connectivity to other teams and actions which benefit the Group above local interests
• Lead and develop an effective team through communication, performance management, development plans and reward/recognition practices.
• Promote an environment that supports diversity and reflects the HSBC brand.
• Ensure that sales & operations are undertaken in accordance with RBWM FIM, BIMs and Credit Policy Manual appropriate lending guidelines
• Ensure all processes for sales & operations are in place and manage within any agreed Authorities
• Maintain the branch operating rhythm in line with the network operating model
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss
• Specifically ensure active management and compliance with Anti-Money Laundering, Know Your Customer and Sales Quality standards
• To ensure lending (not including Commercial and Corporate) is undertaken and controlled in accordance with HSBC Credit Policy by ensuring the appropriate use of credit and behavioral scored lending
• Undertake Sales, Operational and Credit sampling in your branch, as directed by published bank procedures
• Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
• Complete other responsibilities, as assigned.

Requirements

• Bachelor's degree or combination of equivalent education and experience in banking or related industry.
• Seven to ten years of related experience and at least 4 years leading and managing others.
• Mutual Fund Licensing.
• Requires Completion of:
• Investment Funds in Canada Course; Canadian Investment Funds Course; or Canadian Securities Course;
• Mutual Fund Skills Builders Course
• Completion of HSBC Business School and Accreditation
• Personal Financial Planning Designation (PFP) or equivalent; (Quebec Only: CSI certificate of achievement - Advanced Personal Finance).
• Proven ability in team leadership and management
• Proven ability in Retail distribution
• Proven ability in relationship management in the Retail/Wealth sector
• Demonstrate behaviors consistent with HSBC Values
• Proven adherence to controls and compliance with no significant breaches
• Skills
• Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating
• Coaching sales techniques, best practice and sales management on a team and one to one basis
• Planning and organizing skills
• Analytical skills
• Problem solving skills
• Ability to speak / understand a second language is an asset

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.