Job Advert Details
Some careers shine brighter than others.
If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.
Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Wealth and Personal Banking, Insurance, and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an experienced professional to join this team in the role of Direct Relationship Manager
Responsibilities:
- Managing customer portfolio
- Provide financial solution based on customer needs
- Applied sales concept in HSBC Engage, Discover, Recommend, Act and Service (EDRAS) as HSBC sales process
- Establishing needs for PERML
- Deliver queries of customer
- Capable of assessing risk profile and current financial situation
Qualifications
To be successful in this role, you should meet the following requirements:
- Has minimum 2 years working in Retail Banking Sales or Relationship Management
- Hold a minimum of Bachelor Degree
- Hold Investment and Insurance Accreditation
- Good communication and interpersonal skills; integrity and strong sales driven
- Strong knowledge of Wealth Management, Financial Markets, And Investment Products
- This position will be placement at Bandung, Balikpapan, Batam, Denpasar, Jakarta, Lampung, Makassar, Malang, Manado, Medan, Palembang, Pekanbaru, Pontianak, Samarinda, Semarang, Solo, Surabaya and Tangerang.
You’ll achieve more at 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 an inclusive and diverse environment.