Job Advert Details
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers 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.
- People Responsibility: Y
- Report to: SVP and Regional Manager
- Job content:
- Purpose of the Job:
To plan, direct organize and manage the area branch for maximising customer satisfaction through exceptional customer service, providing information about products and services that suit and fulfill customers' needs.
- Principal Accountabilities:
- Contributes to portfolio growth in terms of numbers of accounts and total relationship balance
- Leads branch to enhance and build on customer service to ensure HSBC world class service is delivered at all times
- Develop, implements, and manages a cost effective WPB operation platform to ensure productivity, quality service delivery and customer satisfaction
- Acts as a bank legal representative, BUCO, branch compliance officer and branch commandant ensures audit recommendations and contingency plan are implemented
Information
- University and/or above.
- Minimum 10 years of executive experience in general banking with experience in sales and service management. Previous Branch Manager experience is preferred.
- Extensive product knowledge and development experience coupled with strong analytical and planning skill.
- A proven track record with strong leadership and communication skills.
- Prerequisite License:
- 信託業管理人員Trust Level 3
- 外匯業務經辦及覆核人員
- 投信投顧業務員
- 人身保險業務員
- 投資型保險商品業務員
- 外幣收付之非投資型人身保險業務員
- 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員
- 金融市場常識與職業道德
- 銀行具有業務或交易核准權限之各級主管內稽內控證照
- 法令遵循主管、法令遵循單位所屬人員及單位法令遵循主管(BUCO);
- 防制洗錢及打擊資恐專責主管、專責人員及國內營業單位督導主管;
- 高齡客戶投保權益保障之相關課程 (2小時) 研習證明書