Key responsibilities

• Regional Wealth lead covering the regional SQ activities, driving consistency and ensuring adherence to global Operating Procedure.
• Provide assurance that HSBC’s customers are treated fairly and recommended products are suitable for their needs and risk appetite.
• Ensure wealth sales are conducted and documented in line with HSBC policies, procedures, and regulations.
• Provide wealth technical support and guidance to Sales Quality team in line with HSBC Global Operating Procedure and regulatory environment.
• Identify wealth-related issues and risks and escalate appropriately.
• Manage and enhance relationships with internal contacts to ensure best practice, issues, concerns, and learning points are shared.
• Identify opportunities to continuously improve the service provided or process in place, referring to senior management where appropriate.
• Prepare and analyse the wealth sales outcome for the Region.
• Ensure that SQ Operating Procedure requirements are met and reported.
• Manage the Mystery Shopping program within the country and region.
• Manage and oversee Group projects as delegated by the Head of Sales Quality.
• Deliver wealth training sessions to both Sales Quality and Sales teams.
• Manage programs, reporting results and trends to required local and regional forums.
• Ensure all areas of risk are considered, the correct remedial action taken, and processes changed where necessary.