Retail Banking Specialist
6 days ago
Wealth and Personal Banking (WPB)
Wealth and Personal Banking represents our global initiative that merges Retail Banking with Wealth Management, alongside Global Private Banking, to establish a comprehensive wealth management service with substantial assets under management. Our dedicated professionals cater to millions of clients globally, addressing the diverse needs of private wealth, from individual banking for families to services for business owners, investors, and ultra-high-net-worth individuals. We offer a range of products and services, including bank accounts, credit cards, personal loans, mortgages, asset management, insurance, and private banking solutions tailored to meet our clients' requirements.
We are currently looking for a skilled professional to enhance our team.
In this position, you will:
Impact on the Business/Function
1. Foster an environment where the broader Branch team optimizes performance to achieve RBWM business goals.
2. Meet the service quality standards by achieving service level agreements (SLAs).
3. Provide value-added products and services based on customer needs, ensuring customers understand these offerings before referring them to sales personnel for fulfillment.
4. Refer existing clients to other propositions, cross-sell simple RBWM products and services, and direct clients to specialists when necessary.
5. Support cross-selling initiatives through customer referrals.
6. Demonstrate excellent banking and transactional knowledge, promoting self-service and digital channel capabilities where applicable.
Customers / Stakeholders
1. Meet customer expectations regarding efficiency, accuracy, timeliness, and professionalism, whether in-branch or via telephone.
2. Oversee the customer journey for any simple products sold or complex referrals made when appropriate.
3. Generate new income opportunities through initiatives that foster the development of new and existing customer relationships.
4. Ensure fair outcomes for our clients and maintain conduct that supports the orderly and transparent operation of financial markets.
Leadership & Teamwork
1. Individuals are accountable for their effectiveness, development, and results. They are expected to be specialists or subject matter experts, understanding Group strategy and contributing as technical/professional specialists in their field.
2. Support the achievement of HSBC's vision, values, goals, and culture through personal behavior, actions, and decision-making.
3. Take personal responsibility for understanding and agreeing on performance expectations, completing necessary mandatory training, and developing the skills and competencies required to excel in the role.
4. Contribute to team development, effectiveness, and success by sharing knowledge and best practices, collaborating with others to create a productive, diverse, and supportive work environment.
Operational Effectiveness & Control:
1. Individuals are responsible for their own effectiveness, development, and results. They are expected to be specialists or subject matter experts, understanding Group strategy and contributing as technical/professional specialists in their field.
2. Propose ideas and participate in actions that enhance customer service, quality, or the collaboration between teams and individuals.
3. Adhere to HSBC policies, procedures, and control requirements relevant to daily operations, exceptional activities, and projects, promptly raising any concerns about actual or potential issues in line with reporting and escalation procedures.
4. Continuously monitor and gather information to evaluate potential impacts and identify possible risks and opportunities for the business.
5. Apply policies, procedures, practices, and standards to assigned tasks, taking responsibility for actions to ensure high-quality outcomes, effective risk management, and regulatory compliance.
Requirements
To succeed in this role, you should meet the following criteria:
1. Knowledge & Experience
a) Bachelor's degree or equivalent experience
b) At least six months of experience in HSBC RBWM roles
c) Strong communication, client focus, and influencing skills
d) Solid understanding of HSBC products and services, particularly digital channels
e) High potential for transitioning into a sales role within six months
f) Results-oriented and capable of working under pressure
g) Familiarity with local regulatory and licensing requirements
h) Clear understanding of collaboration with Compliance, Credit & Risk, and Internal Control to maintain a balanced risk operating environment
i) Proficient in English and local languages
2. Accreditations
a) Obtain necessary professional and regulatory qualifications as required by the market
b) Meet any internal standards mandated by HSBC
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