Role Title: Sales Effectiveness Analyst

Business: Private Banking                           

New or Existing Role: Replacement

Grade: GCB5

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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking an ambitious individual to join our team as Sales Effectiveness Analyst, working together with colleagues to define, manage and achieve divisional business targets.

Analyst role within the Global Private Bank (GBP) Sales Effectiveness (SEE) function, based in London. The job holder will be responsible for supporting the continued global roll out of SEE across GPB & Wealth. This includes; continuing the development of frontline sales tools, supporting the co-ordination of global best practice and standards, supporting frontline sales training, coaching and incentives setting, continuing to enhance the global sales MI framework and identifying sales/revenue opportunities.

SEE is a key part of the ‘Facilitate and Drive Performance’ pillar of GPB & Wealth’s strategy. Its enhancements towards a comprehensive sales management framework contribute to further improve the overall client experience within GPB and to increase productivity and revenues.

The function holder reports functionally to the Global SEE Manager and on an entity basis to the Global Head of Client Experience, Sales Effectiveness and Collaboration. It is expected the role holder will build strong relationships with stakeholders across GPB within the frontline, COO, and IT.

In this role, you will:

• Assist efficient roll-out and implementation of the SEE program into a steady-state operating model
• Provide global support of frontline client planning and pipeline tools working closely with IT
• Co-ordinate and share global best practice with the SEE markets
• Support collection of business requirements to improve the SEE tool set
• Prepare regular status updates to senior management, local/regional/global management committees and boards

Qualifications

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

• Proven experience in the banking industry, preferably Private Banking/ Private Wealth Management
• Experience in sales management and/or frontline training and development
• Experience of working on IT/Digital change initiatives
• University degree in Business or Finance
• Well versed in various MS office applications (ppt, excel etc)
• Good understanding of IT architecture and topics
• Good strategic, analytical and conceptual skills
• Excellent verbal and written communication and interpersonal skills
• Excellent organizational skills and the ability to effectively manage multiple demands, shifting priorities and tight timelines
• Collaborative nature, able to build effective relationships with multiple stakeholders and peers internally across multiple functions and business lines and effectively influence to achieve results
• Focus on delivering to high standards and quality
• Excellent organizational skills and the ability to effectively manage multiple demands, shifting priorities and tight timelines
• Flexible and adaptable nature to manage a multi-faced role with changing priorities and assignments that are complex, unpredictable and time-sensitive
• Focus on delivering to high standards and quality

You’ll achieve more when you join HSBC. 

https://www.hsbc.com/careers

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 Hong Kong and Shanghai Banking Corporation Limited.

As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of ethnicity, religion, age, physical or mental disability/long term health condition, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by local law in the jurisdictions in which we operate. Within the work place you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has in place processes in order to avoid nepotism, which means to avoid creating circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.

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.