QUALITY ASSURANCE MANAGER

Job Reference: PFS/QAM/GM/07215/Web

Sales and Service Support

Over recent years, increased focus and importance has been placed on good sales quality. High standards are upheld by the HSBC Group to meet customer expectations. With the growing "internationalisation" of regulatory regimes and the growth of consumer lobby groups, this increased internal focus has also been matched externally. At HSBC, the Quality Assurance Team (QAT) performs as a central function to lead and drive sales quality initiatives and ensures high quality sales delivery for our local wealth management products. The team aims to continuously improve sales quality standards by ensuring sales compliance fulfillment and reinforcing sales best practices.

Key Responsibilities

You will implement sales quality assurance initiatives in accordance with sales strategies and HSBC's business direction, continually monitor the sales delivery of wealth management products, and provide professional input to branch sales managers and sales staff on compliance requirements and sales best practices. You will:

• Support the enforcement of sales compliance and best practices by constantly reviewing sales recommendations and identification of abnormalities
• Recommend remedial measures and reinforce sales standards
• Contribute to and implement sales quality improvement projects and help to develop tools to ensure continuous improvement of sales quality
• Continually review and improve sales quality guidelines and measures
• Promote sales integrity by monitoring full compliance to sales discipline guidelines, and recommend control measures for their execution
• Review, monitor and reinforce needs-base sales process in the formulation of sales guidelines and reinforcement tools, and implement monitoring programmes for all Personal Banking sales staff
• Liaise with branch management and departments to investigate complaints regarding sales practices
• Contribute to the ongoing improvement of monitoring processes and tools on sales quality

Requirements

• University degree holder with at least three to five years' recent experience in selling life insurance and investment products is a must; candidates with sales management experience will be an advantage
• Possess valid Insurance and MPF licences; and is registered as a Relevant Individual under SFO
• Completion of six CFP^CM modules is required, while CFP^CM certification will be an advantage
• Strong analytical reasoning, excellent people management skills and experience and proven ability to influence others and drive quality performance
• A good standard of written and spoken English and Chinese
• Proficient in the use of a PC, including Microsoft Word, Excel and PowerPoint, and preferably with Chinese typing ability; knowledge of Microsoft Access and Macro programming will be an advantage
• Project management experience is an asset

Application Method

Please send your CV with the job reference to:

Email: careers1@hsbc.com.hk

HSBC is an equal opportunity employer. We value the diversity of individuals, ideas, perspectives, insights and values, and what they bring to the workplace. Applications are welcome from all qualified candidates.

Data held by the Bank relating to employment applications will be kept confidential and used only for processing applications. Applicants who are not contacted within four weeks may consider their application unsuccessful. The Bank will retain their applications for a maximum period of two years and may refer suitable applicants to other vacancies
within the Group. A copy of our Personal Information Collection Statement can be provided upon request by contacting Human Resources Asia-Pacific at the above e-mail address.

Issued by The Hongkong and Shanghai Banking Corporation Limited.