Job description

 (Grade: GCB7) 

Wealth & Personal Banking


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

 

 

Requisitos

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

 

Interested employees please ensure that you submit your application before Unposting Date (as below).

 

For employees with less than 12 months in the same role, please obtain and attach your current functional manager's (and entity manager’s if you are a Regulatory Approval/Filing Required Role) approval in the application. 

 

Please ensure to completely understand the 'Internal Job Application Criteria' below and adhere to it before you submit a job application.

 

https://hsbchrdirect.service-now.com/esc?id=kb_article&table=kb_knowledge&sysparm_article=KB0179351&sys_kb_id=5526f5c61b0a3d500ac0fe64164bcb4d

 

For details, please contact Fiona Tang at (029) 6851 1631 Tie Line 11631 [Fiona F TANG <fionaftang@hsbc.com.cn>]

 

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 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.

 

Issued by HSBC Bank (China) Company Limited

Nombre del recruiter
Fan Tang
Email del recruiter
fionaftang@hsbc.com.cn