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Wealth Coach at SAP

Location
Quezon City, Metro Manila
Level
senior
Posted

Summary from listing

Hang Seng is hiring a Wealth Coach for its Retail Distribution – Wealth Sales Distribution Department. The role coaches PRMs and newly onboarded PRMs, develops coaching plans, manages call leads, provides financial-planning and wealth-product consultancy, prepares holistic wealth strategies, and drives customer experience, operations, and sales-process quality. Candidates need a university degree in Business Administration or a related discipline, Hong Kong Securities Institute licensing and IIQE, at least five years of relevant retail banking experience, strong relationship-building and stakeholder-management skills, and proficiency in both English and Chinese.

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