Sub-branch Manager (SBM) Shanghai SCR Sub-branch

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our

customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening

up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will: 

•         Manage flagship branch covering operation, Retail and Wealth; managing employees of the flagship branch.

•         Direct and motivate customer service team and support staff to provide efficient customer services at the flagship branch counters by well balancing between service/ sales and risk control. He/she will provide guidance on transactions/operation activities and ensure that all work is processed in accordance with the established and documented procedures. He/She will also support and manage frontline colleagues to deliver service to customers at first point of contact through the reduction of operational requirements. And the role will use knowledge of products, processes and procedures to address customer needs both through the team and individually.

•         Manage or oversee the management of unit administration activities

•         Coach and train branch staff employees and manage employee attrition rates.

•         Ensure staff to deliver good customer experience and meet a wide range of customer needs.

•         Ensure to prevent avoidable errors and operational losses and minimizing rework and control sales quality

To be successful in the role, you should meet the following requirements： 

1.Knowledge / Experience 

Proven ability in team leadership and management

Proven ability in Wealth and Retail distribution

Proven and progressive management experience.

Demonstrate behaviours consistent with HSBC Values

Proven adherence to controls and compliance with no significant breaches

Expertise in financial planning and related systems and processes 

2.Skills 

Strong counter management, customer service management, operation management, management planning, risk management, financial, leadership, project management, and communication skills.

Strong planning and organising skills.

Ability to use numerical data to effectively manage branch performance.

Excellent industry and sector knowledge.

Good knowledge of Wealth and Retail distribution techniques and models.

Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating

Coaching operational knowledge, guidance update, regulatory requirement updates, best practice on a team and one to one basis

Planning and organising skills

Analytical skills

Problem solving skills 

3.Qualifications and Certificates (add local requirements) 

Attain appropriate professional and regulatory qualifications as required by the local market

Attain any internal standards as required by market

Proven ability in team leadership and management

Proven ability in Wealth and Retail distribution

Proven and progressive management experience.

Proven ability in relationship management in the Retail sector

Demonstrate behaviours consistent with HSBC Values

Proven adherence to controls and compliance with no significant breaches

Expertise in financial planning and related systems and processes