Joseph Shaw DipPFS

Experience

• 

  Currys

  Sept 2007 - May 2011

  PC Specialist/Trainee Management

  PC Specialist at Curry’s, role included serving customers to help them identify the correct products for their needs.

• 

  HSBC

  May 2011 - now

  Managing a portfolio of international high net worth clients, providing holistic financial planning services, including savings, foreign exchange and mortgages. Providing bespoke coaching and development of Mortgage and Protection Managers to help achieve their maximum potential while having in place effective risk management ensuring suitable increased supervisory interventions are in place to protect both customers and the bank for key risk areas of sales quality and compliance Providing mortgage and protection advice to meet the needs of retail and commercial client. Responsible for ensuring all customer needs are met. Mentor to help develop and train fellow colleagues within the branch network.

  • Head of Regulatory Risk, Conduct and Sales Quality -Asia Pacific

    Aug 2024 - now

  • Manager, Sales Quality

    Jul 2021 - Sept 2024

  • Premier Relationship Manager HSBC Expat

    Apr 2018 - Jul 2021

  • Area Mortgage and protection Manager

    Sept 2016 - Apr 2018

  • Mortgage and Protection Manager

    Apr 2014 - Sept 2016

  • Senior Customer Service Officer

    Oct 2012 - Apr 2014

  • Customer Service Representative

    May 2011 - Oct 2012