Future Wealth Development Specialist
2 weeks ago
Wealth and Personal Banking (WPB)
At HSBC, we're transforming our global business to become a leading wealth manager with a trillion in assets. Our dedicated team serves millions of customers worldwide, offering a range of products and services tailored to their needs, from personal banking to asset management and private banking.
About the Role
We're seeking an experienced professional to join our team as a Future Wealth Development Specialist. In this role, you'll be responsible for implementing Premier Acquisition strategies, acquiring new-to-bank customers, and delivering a high-quality service to our highest-value personal clients.
Key Responsibilities
- Implement Premier Acquisition strategies to drive business growth
- Acquire new-to-bank customers through central or self-generated leads
- Complete simple retail sales to deliver exceptional customer service
- Meet training, coaching, and accreditation requirements
Requirements
To succeed in this role, you'll need:
- Bachelor's degree or equivalent experience
- Strong presentation and sales skills
- Effective objection handling techniques and ability to work under pressure
- Good interpersonal and communication skills
- Customer service orientation
- Ability to attain professional and regulatory qualifications as required by the market
- Compliance with internal standards as required by HSBC
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