Premier Relationship Officer RM0

4 weeks ago


Beijing, Beijing, China HSBC Full time
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions 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 seeking an experienced professional to handle all inferior HSBC Premier (HP) accounts and zero-balance HP accounts follow-up work, chase deposits from all Home Mortgage Loan (HML) customers with monthly average balances below the threshold for HML preferential interest rates, answer all incoming HP phone calls if the Premier Relationship Officer (PRO) is occupied, and be responsible for all messages HP customers leave in the PRO's voice mail. Additionally, the successful candidate will ensure HP gift redemption mechanics work smoothly and proactively identify sales opportunities, cross-sell bank products and services most beneficial to customers, and individually complete sales processes if all PROs are occupied.

Requirements:

To be successful in this role, you should meet the following requirements:
Bachelor's degree or above (recognized by the state)
With 1-2 years' working experience, sales or customer service experience is preferred
Good communication and selling skills
Good understanding of Retail Banking and Wealth Management products and services
Good spoken and written English
Well-organized
Nice personality

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