Job description

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for 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.


We are currently seeking an experienced professional to join our team.


In this role, you will:


Impact on the Business/Function

  1. Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients.
  2. Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity.
  3. Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
  4. Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.


Customers / Stakeholders

  1. Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
  2. Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools.
  3. Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
  4. Maintains a basic understanding and technical knowledge of relevant products and services.
  5. Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfil their needs and ensure efficient follow up.
  6. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.


Leadership & Teamwork

  1. Communicate effectively and works well with other teams within the Branch, Call Centre, HTS, and other relevant partners that impact the client’s experience of HSBC; in order to ensure a consistent approach and application of Premier standards.
  2. Efficiently manages time in order to support different PRMs concurrently.
  3. Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes.
  4. Delivering the firm - Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.


Operational Effectiveness & Control:

  1. Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements.
  2. Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling.
  3. Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls.
  4. Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times.



To be successful in the role, you should meet the following requirements:


1.    Knowledge and experience

    1. Strong interpersonal and empathy skills with strong decision making and ability to deliver
    2. Minimum of two years working in financial services industry
    3. Previous experience in Retail/Premier sales preferred
    4. Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
    5. Undesrtanding of relationship management systems (RM Platform etc.)
    6. Solid knowledge of appropriate branch operational procedures
    7. Money Laundering Awareness Certificate held
    8. Knowledge of relevant regulatory governance in market
    9. Good knowledge of HSBC and personal banking
    10. Team player with collaborative skills
    11. Knowledge of local and Group compliance regulations
    12. Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills


2.    Accreditations

    1. Attain appropriate professional and regulatory qualifications as required by market
    2. Attain any internal standards as required by HBCN


3. Leadership capabilities

    1. Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
    2. Ambitious about providing the highest standards of delivery to colleagues and clients
    3. Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
    4. Authentic and shows ability to engage with colleagues and clients to deliver at pace
    5. Makes considered decisions that protect HSBC and our clients



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. /CN


Issued by HSBC Bank (China) Company Limited