HSBC Group

GCB 6

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation

We are currently seeking a high calibre professional to join our team as a Universal Banker MPF.

Principal Responsibilities

• Provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory Provident Funds and Employee Benefits products
• Discover customers’ protection needs during client appointment and capture life insurance business opportunities for Mass market segments 
• Complete business fulfilment process as appropriate
• Establish good rapport and maintain relationship with customers, handling enquiries, resolving customer problems or complaints and follow up with customer’s applications
• Collaborate with branches to provide one-stop banking solutions to customers to fulfill their financial needs
• Maintain a smooth & efficient in daily operations
• Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

• University degree holder or equivalent with sound experience
• Qualified with Insurance Intermediaries Qualifying Examination qualification
• Passed in the HKSI Licensing Examination Paper 1,7 & 8
• Solid experience in the banking industry being in front-line/customer service roles
• Basic understanding of the Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and product knowledge
• Team player with a self-motivated mind-set and genuine interest in banking industry 
• Excellent interpersonal and presentation skills
• Effective problem-solving skills
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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 an 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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.