HSBC Group

(Grade: GCB8)

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:

1.Engage and Discover Customer Needs on Branch Entry

2.Acquire New to Bank customer

3.Deepen Relationships with Customers

4.Deliver Service Excellence

5.Promote digital/CCSS solution to release teller/PRS's service burden

6.Support the Branch

7.Complete simple retail sales

8.Protect the Bank - through vigilance against fraud, Knowing your customer, adhering to regulations/policies and minimizing operational risk

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

•Strong interpersonal and empathy skills with strong decision making and ability to deliver

•Minimum of two years working in financial services industry

•Previous experience in Retail/Premier sales preferred

•Understanding of core products, Premier proposition, and familiar with retail and wealth product processes

•Understanding of relationship management systems (RM Platform etc.)

•Solid knowledge of appropriate branch operational procedures

•Money Laundering Awareness Certificate held

•Knowledge of relevant regulatory governance in market

•Good knowledge of HSBC and personal banking

•Team player with collaborative skills

•Knowledge of local and Group compliance regulations

•Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills

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 Joy Wang at (021) 38885344  Tie Line 85344  [joy.j.j.wang@hsbc.com.cn]

You’ll achieve more at HSBC.



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Issued by HSBC Bank (China) Company Limited