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HSBC Hong Kong

Wealth Coach

Central, Hong Kong Island, Hong KongSales

About the role

FinEx AI summary

The role focuses on coaching a team of Premier Relationship Managers to improve their performance in meeting sales and service KPIs, and to enhance their financial planning and wealth solutions capabilities. The coach will also help devise strategies for client contact and wealth products, and support internal technical consultancy.

Core skills

CoachingWealth ManagementFinancial PlanningSalesClient Engagement

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