Job Description: The role of Market Manager (‘MM’) is to lead, develop and develop a team of Wealth Center Managers (WCM), Investment Consultants (IC) and Relationship Managers (RM) and any other assigned licensed persons, as well as collaborate with the Mortgage and Lending sales team to ensure achievement of the business objectives and key performance indicators of his/her assigned market. The MM has a central role to play in effectively leading and implementing change as an integral part of delivering the Wealth and Personal Banking (“WPB”) strategy. The MM has the role as the FINRA supervisory principal to provide reasonable supervision of the activities of his/her assigned licensed personnel in accordance with applicable regulation and HSBC Securities written supervisory policies. Job Responsibilities: Accompany sales personnel on calls for larger or more complex accounts and/or clients Monitor and act on sales activity management information and other internal information tools, using them to mentor your team and achieve the business goals This role requires strong leadership and collaboration to ensure that loan consultants are successful Lead and mentor a team of licensed sales personnel within a designated market, the sales process model, personal financial review, product knowledge and accurate sales techniques of traditional and non-traditional products to current and potential clients to expand customer relationships, meet established sales objectives and contribute to maximized economic profit Identify and act on factors that would increase local competitiveness Business Performance metrics Implement customer relationship and proposition strategies Utilize the principles and guidelines in the operating model to ensure customer needs are identified and where appropriate FCs use the support provided by specialists Ensure sales activity management and the sales processes are used to effectively meet customer needs Lead your team to deliver the key performance indicators (KPIs) and plan Personally lead the application of EDRAS, client funnel management and sales quality standards Job Requirements: Demonstrate behaviors consistent with HSBC Values Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating Minimum of ten years proven wealth management sales experience or equivalent, including a minimum of three years’ sales management experience or equivalent. Strong knowledge of businesses managed; products and services delivered, operations supporting them and pertinent regulations affecting their delivery. Minimum of five years proven and progressive mortgage sales experience or equivalent, emphasizing supervisory or management experience or equivalent; previous mortgage underwriting experience preferred Bachelor’s degree in business, finance, related field or equivalent experience. Solid understanding of the mortgage banking industry, mortgage products, investor underwriting and compliance guidelines Proven adherence to controls and compliance with no significant breaches Proven track record in team leadership and management Proven track record in relationship management in the Wealth Management sector Series 7, 9, 10, 63, 65 (or 66 in lieu of the 63 and 65) and Life and Health insurance licenses Strong managerial, sales, analytical, decision-making, and communications skills. Job Details: Company: HSBC Vacancy Type: Full Time Job Location: Beverly Hills, FL, US Application Deadline: N/A Apply Here vacancyoptions.com
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