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 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.

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

In this role, you will:

  • Proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions
  • To hand over customer relationship properly to their relationship managers after closing sales
  • To provide excellent services to customers and ensure all enquiries and complaints are accurately and effectively resolved to customers' satisfaction
  • To participate actively in team building activities to share information/ideas while contributing suggestions for work improvement
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets


  • 主要负责中高端客户的开发,向潜在客户介绍汇丰的服务,发掘关于银行服务的需求并发展为汇丰客户
  • 负责销售渠道的开发以及维护 , 负责前期客户关系的维护和客户关系的交接
  • 为客户提供优良的服务,确保客户的询问得到准确有效的回复,提高客户满意度
  • 主动接洽合作渠道、持续跟踪潜在客户名单直至成功开户,完成银行设定的工作目标
  • 确保有高标准的专业知识,与潜在客户进行更好的沟通

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

  • University degree or above (recognized by the state)
  • Strong interpersonal skills and effective presentation skills
  • Well-developed service and sales attitude with ability to work under pressure
  • Presentable, Outgoing and Persuasive
  • Good oral and written English is preferable


  • 本科或以上学历 (国家认可
  • 优秀的人际交往和有效的沟通技巧;
  • 能够在高压下工作,良好的服务和销售态度;
  • 得体 , 外向和具有说服力;
  • 有良好的英语口语和书写能力

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. /IC

Issued by HSBC Bank (China) Company Limited