VP and Regional Wealth Coach
On-site · Mumbai, Maharashtra, India
Job Summary
VP and Regional Wealth Coach role within HSBC's International Wealth & Premier Banking (IWPB) in India. Lead holistic financial planning initiatives, apply portfolio planning and client-management expertise, coach colleagues to elevated levels of performance, deliver advanced presentations across platforms, and implement activity-based sales management while aligning with the regional Wealth Strategy. Maintain up-to-date knowledge of global economic trends, develop individual development plans, influence regional leadership, engage with colleagues and clients to deliver results, and ensure adherence to relevant regulatory and anti-money-laundering standards. Proficiency in coaching, wealth management, and cross-functional collaboration to drive superior client outcomes and organizational growth.
Required Qualifications
- Postgraduate degree with 5–10 years of relevant experience.
- Strong coaching and influencing abilities.
- In-depth expertise in coaching, including portfolio planning, sales processes, and client management.
- Previous success as a Premier Relationship Manager, Premier Sales Manager, or Wealth Coach at HSBC or a comparable financial institution.
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