Assistant Vice President, Training & Competency (T&C) - HSBC Life

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

We are currently seeking a high calibre professional to join our team as an Assistant Vice President, Training & Competency.

In this role you will: 

• Lead end-to-end Training & Competency (T&C) delivery which includes:
  • Coordinating annual competency assessments; Conducting regular competency reviews; Verifying educational qualifications;
  • Managing mandatory training and CPD requirements, ensuring alignment with relevant rules and regulations; Conducting training relating to T&C and Supervisory responsibilities
  • Reviewing and updating Rules & Regulations and Ethics modules for core CPD modules accreditation
  • Responding to queries raised by stakeholders (audit, compliance, risk, regulators)
• Partner with key stakeholders (Compliance, Risk & Governance, Channels) to identify and close performance or conduct gaps highlighted through customer complaints, BSC insights, and mystery shopping outcomes.
• Manage sales advisory standards (updating of sales manual), ensuring ongoing compliance with regulatory requirements and supporting the implementation of sales advisory systems to embed these standards while enabling business growth.
• Compile data for reporting purposes.

To be successful you will need: 

• Demonstrated Training & Competency experience within the financial planning sector, supported by relevant industry certifications (i.e. M5, M9, M9A, HI, M8, M8A)
• Strong communication skills, both written and verbal, with the ability to convey information clearly and effectively
• Well-developed interpersonal skills, with the ability to build productive working relationships with stakeholders

Opening up a world of opportunity

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. 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 The Hongkong and Shanghai Banking Corporation Limited.

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