HSBC Group

(Grade: GCB7)

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:

Principal Responsibilities 

Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio

Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs

Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

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

University level education, preferably in finance, business or a related discipline 

Experience in client facing environment, with excellent relationship building capability

Strong sales and customer orientation, with good communication and interpersonal skills

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Good understanding and strong interest of the financial markets

Mature and independent mindset, able to work effectively under pressure 

Strong commercial orientation with acute interpersonal skills 

Fluency in Mandarin and English

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 Shelly YUAN at (021) 3888 5229 [Shelly H L YUAN/HBCN/HSBC] 

You’ll achieve more at HSBC.



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Issued by HSBC Bank (China) Company Limited