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:
1. Work closely with the Relationship Management and Wealth Management teams in providing specialist services in business planning and joint meetings
2. Provide technical and skills coaching towards developing staff teams in order to achieve team business objectives
3. Supply timely market and product updates to both staff and customers
4. Work closely with the wealth management product teams and development team on new products, product enhancements and improvements in customer experience
5. Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers
Requirements
To be successful in the role, you should meet the following requirements:
1. University degree with honors in economics, finance, business or a related discipline.
2. Minimum 5 years of working experience as a product specialist, financial advisor or sales manager.
3. Strong knowledge of all wealth management products and with expertise in customer portfolio management
4. Excellent interpersonal skills and presentation skills
5. A mature individual able to instill confidence with colleagues and clients alike
6. Fluent written and verbal English
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. /BG
Issued by HSBC Bank (China) Company Limited