Wealth Coach
发布于 1 天前基层主管/组长
值不值得投
综合评分 59
Coaching-focused wealth management role in a major bank with competitive but undisclosed salary and limited work-life information.
从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。
薪资怎么样
33K
比财富管理中位数高
发布情况
新岗位 · 昨天发布
公司情况
这家公司招聘很活跃
约 770 个在招 · 其中财富管理 13 个
市场机会
选择适中
财富管理 · 46 个在招
职位详情
关于这个职位
The Wealth Coach at Hang Seng Bank coaches relationship managers to enhance wealth management skills and client engagement, helping them achieve KPIs in solution, experience, and quality within the retail banking sector.
最低要求
University degree in Business Administration or a related discipline; Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfil the competency requirements to carry out regulated activities as defined by the Regulators; Minimum 5 years’ relevant experience in retail banking, with strong knowledge of Wealth (Investment / Insurance / FX) product solutions; Excellent relationship building and stakeholder management skills; Proficiency in both English and Chinese.
工作职责
Uplift number of RMs achieving solution, experience and quality KPIs, by performing coaching to help build a sustainable Wealth Sales force and significantly improve financial planning and wealth solutions capabilities and clients engagement activities of the sales force by providing superior coaching support to a team of PRMs; Implement and execute coaching plan to develop and enhance professionalism for PRMs & newly onboarded PRMs; Prioritizing contact strategies on existing wealth customers and broaden wealth base by call leads management; Communicate strategic directions and to provide internal technical consultancy to PRMs of expertise surrounding financial planning techniques and where and how products fit into overall portfolio's as defined by the Group; Prepare holistic wealth strategies tailor made for divisions and ensure management directions are implemented locally; Drive customer experience, operation and sales process quality, to upkeep market leading standards for conduct and controls in line with the Group values and expectations.
AI 洞察
优缺点分析
优点
- Work in a reputable international bank with a strong market presence.
- Opportunity to develop coaching and leadership skills in wealth management.
- Exposure to a wide range of wealth products and clients.
- High pressure to achieve KPIs and uplift sales team performance.
- Regulatory and compliance requirements demand strict adherence.
- Need to stay updated with financial markets and product knowledge.
- Suitable for professionals with retail banking experience who enjoy coaching and driving sales performance in a structured environment.
缺点 / 挑战
暂无明显挑战项
角色解读
- Potential to advance to senior coaching or management roles within the wealth distribution department.
- Opportunities to deepen expertise in wealth management and financial planning.
- Career progression in retail banking and wealth sales leadership.
- Coach relationship managers to uplift their wealth management capabilities and client engagement.
- Implement and execute coaching plans to develop professionalism for both experienced and newly onboarded PRMs.
- Provide technical consultancy on financial planning techniques and product solutions to the sales team.
- Strong knowledge of wealth products including investment, insurance, and FX.
- Excellent relationship building and stakeholder management skills.
- Licensing examinations and regulatory competency requirements.
- Proficiency in English and Chinese.
申请策略
- Research Hang Seng Bank's wealth management strategies and values.
- Be prepared to discuss specific examples of coaching successes in previous roles.
- Highlight 5+ years of retail banking experience and wealth product knowledge.
- Emphasize any coaching or training experience and stakeholder management skills.
- Showcase relevant licenses such as Hong Kong Securities Institute exams.
- Enhance knowledge of advanced financial planning techniques.
- Prepare for licensing exams if not already obtained.
- Develop coaching methodologies to effectively train sales teams.
面试指南
- Use the STAR method to structure answers with Situation, Task, Action, Result.
- Focus on measurable outcomes and examples from past roles.
- Demonstrate knowledge of the bank's products and market position.
- Can you describe your experience coaching relationship managers in wealth management?
- How do you prioritize contact strategies for existing wealth customers?
- What financial planning techniques are you familiar with?
- How do you ensure compliance with regulatory requirements while driving sales?
- Review key financial planning concepts and wealth products.
职位点评
薪资福利
Salary is not disclosed in the JD, but based on market standards for a coaching role in banking, it may offer competitive compensation.
成长发展
The role offers growth in coaching and leadership skills within wealth management, but it is not a technical role and promotion paths are not explicitly mentioned.
工作生活
Work mode is not specified, and office location is likely in Central Hong Kong, but no information on work-life balance or flexibility is provided.
使命价值
The banking industry is stable and mature, with moderate social impact, but the role's mission signals are not highlighted in the JD.
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