HSBC Premier Relationship Officer: Financial Services Professional
7 days ago
Wealth and Personal Banking Overview
HSBC's Wealth and Personal Banking (WPB) is a global business that combines Retail Banking and Wealth Management, serving millions of customers worldwide. Our dedicated colleagues provide products and services such as bank accounts, credit cards, personal loans, mortgages, asset management, insurance, wealth management, and private banking.
Job Summary
This role involves handling all HSBC Premier accounts and zero-balance accounts, chasing deposits from Home Mortgage Loan customers with low average balances, answering phone calls, and proactively identifying sales opportunities to cross-sell bank products.
Key Responsibilities
- Manage HSBC Premier and zero-balance accounts
- Chase deposits from Home Mortgage Loan customers with low average balances
- Answer incoming phone calls and respond to customer messages
- Identify and pursue sales opportunities to cross-sell bank products
Requirements
To be successful in this role, you should have:
- Bachelor's degree or higher, recognized by the state
- 1-2 years of working experience, preferably in sales or customer service
- Good communication and selling skills
- Understanding of Retail Banking and Wealth Management products and services
- Good spoken and written English
- Organizational skills
Compensation and Benefits
The estimated salary for this role is $60,000 - $80,000 per annum, depending on location and experience. Benefits may include health insurance, retirement plans, and paid time off.
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