HSBC Group

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(Grade: GCB7)

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 a global wealth manager 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:

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.



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.


Issued by HSBC Bank (China) Company Limited