Job Description
Distribution Support - (INM IWPB Direct Sales – MSF Channel)
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Business Descriptor
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.
Role purpose
Support the INM IWPB Direct Sales organisation for the MSF channel by ensuring smooth day-to-day sales operations, accurate reporting, strong governance, and effective coordination across internal teams. The role helps the sales force spend more time with customers by owning key support processes, data quality, and execution discipline.
Key responsibilities
1) Sales enablement & channel support (MSF)
- Provide end-to-end support to MSF sales teams for daily execution (lead allocation support, follow-ups tracking, documentation status, and coordination).
- Maintain accurate sales pipeline and activity updates in agreed systems (CRM/sales trackers), ensuring data completeness and timeliness.
- Support sales campaigns and tactical pushes (e.g., product focus weeks), including communications, trackers, and progress updates.
2) Customer onboarding & documentation coordination
- Coordinate with relevant operations/onboarding teams to track progress and resolve gaps (missing documents, pending checks, rework).
- Ensure customer documentation and records are complete and stored as per required standards (audit-ready).
- Track turnaround times and highlight bottlenecks; escalate with clear actions.
3) MI, dashboards & performance reporting
- Produce daily/weekly/monthly MI for MSF channel performance (leads, conversions, productivity, revenue/fees where applicable, activity, funnel health).
- Build and maintain dashboards and trackers; provide insights (what’s driving performance, where drop-offs occur, what needs attention).
- Support leadership reviews: pack preparation, commentary, and action logs.
4) Governance, controls & conduct support
- Support adherence to distribution governance requirements (e.g., approvals, record-keeping, campaign governance, customer communications controls).
- Ensure processes follow required conduct and confidentiality standards; flag issues early and support remediation.
- Maintain evidence for key controls (checklists, sign-offs, exception logs) and support audit/assurance requests.
5) Stakeholder management & coordination
- Act as a coordination point between MSF sales, product, marketing, operations, risk/compliance, and technology teams.
- Support product launches and process changes by updating playbooks, FAQs, trackers, and training logistics.
- Manage meeting cadence: agendas, minutes, action trackers, and follow-ups to closure.
6) Process improvement & automation
- Identify recurring pain points (data gaps, rework, delays) and propose fixes to simplify and standardise.
- Automate reporting where possible (Excel Power Query, Power BI, standard templates) to reduce manual effort and errors.
- Support UAT and rollout for new tools/process enhancements impacting MSF channel.
Skills & experience
- Experience in sales support, distribution operations, or business management within retail banking/wealth/direct sales.
- Strong reporting and analytical skills (advanced Excel; PowerPoint; Power BI preferred).
- High attention to detail with a strong control mindset; comfortable working under tight timelines.
- Clear communication and ability to coordinate across multiple teams.
- Practical problem-solving and ability to escalate with options and recommended actions.
Qualifications
- Graduate with 8 Years of equivalent experience.
- Relevant local certifications/mandatory training as required for IWPB distribution roles.
Success measure
- Timely, accurate MI and improved data quality for MSF channel reporting.
- Reduced onboarding/documentation delays and fewer exceptions/rework.
- Strong control outcomes (clean evidence, fewer breaches, faster closure of issues).
- Improved sales productivity through smoother support processes and faster turnaround.
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
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HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
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