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Job ID: 0000G6X4
Description
Wealth and Personal Banking (WPB)
In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our
customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key
areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
擴大卓越理財客戶群，并與卓越理財客戶建立長期關系
根據(jù)客戶的財務需求提供合適的金融及投資產(chǎn)品服務，管理客戶的財富
向潛在客戶推廣卓越理財服務，發(fā)掘他們的需求并且在適當?shù)那闆r下推薦客戶至其他業(yè)務部門
配合執(zhí)行分行改進措施，反映客戶的意見，并確保符合分行的運作要求和品質(zhì)保證
Qualifications
To be successful in the role, you should meet the following requirements:
University level education, preferably in finance, business or a related discipline
Experience in client facing environment, with excellent relationship building capability
Strong sales and customer orientation, with good communication and interpersonal skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Good understanding and strong interest of the financial markets
Mature and independent mindset, able to work effectively under pressure
Strong commercial orientation with acute interpersonal skills
Fluency in Mandarin and English
本科及以上學歷，金融、商科或相關學科更佳
具有前線客戶服務經(jīng)驗，善于建立客戶關系
具有優(yōu)秀銷售及客戶服務技巧，善于溝通及人際交流
以客戶為本，致力為客戶提供優(yōu)質(zhì)服務
了解并對金融市場有濃厚興趣
成熟獨立，能在壓力下有良好表現(xiàn)
具有出色商業(yè)思維及敏銳人際技巧
普通話及英語流利
You’ll achieve more when you join HSBC.
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 and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.