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.
According to the Group Guideline, it is a mandatory requirement that all entities should establish a focal point for cross-border referrals. The role of IBC Manager in Taiwan is designed to facilitate all outbound referrals from the country and to progress all inbound referrals, and to plan, promote, enhance Taiwan WPB IBC proposition/initiatives to meet the targeted customers’ financial demands, and to ensure their recognition of HSBC brand value by harnessing our global capabilities and financial strength (e.g. PI, cross-border referrals).
According to the Group Guideline, it is a mandatory requirement that all entities should establish a focal point for cross-border referrals. The role of IBC Manager in Taiwan is designed to facilitate all outbound referrals from the country and to progress all inbound referrals, and to plan, promote, enhance Taiwan WPB IBC proposition/initiatives to meet the targeted customers’ financial demands, and to ensure their recognition of HSBC brand value by harnessing our global capabilities and financial strength (e.g. PI, cross-border referrals).
- To strengthen Taiwan WPB service proposition to influence the perception of our brand, a significant segment of WPB Taiwan, which unequivocally demonstrate our global capability and added-value of Taiwan business, by executing and delivering unique expatriate services to the valuable key personal whose corporation maintains a valued relationship with CIB/CMB in Taiwan
- To deliver a consistently high standard of service to International customer, understanding their financial needs and building relationships while taking every opportunity to generate income through cross-sales and lead generation
Information
- Strong skill in customer relationship management, communication and coordination
- Excellent in writing decent English and oral communication
- Trust L3 License for GCB6 or Trust L4 License for GCB7, 外匯業務經辦及覆核人員, 內控證照
- Good understanding of the markets and a technical knowledge of investment products
- Working experience in banking, investment and other financial institution
- Working experience in marketing and sales as personal banker and financial consultant in banks and brokerage firm
- University or above graduated