Wealth Management Professional

1 month ago

Shenzhen, Guangdong, China HSBC Full time

Wealth and Personal Banking Role at HSBC

HSBC is a global banking giant with a rich history of providing financial services to individuals and businesses worldwide. As part of our Wealth and Personal Banking team, you will play a crucial role in helping our customers achieve their financial goals.

About the Role:

  • Contribute to a high-performing branch team that delivers exceptional customer experiences and meets business objectives.
  • Deliver world-class service quality by achieving Service Level Agreements (SLAs) and offering value-added products and services to customers.
  • Develop strong relationships with customers, understanding their needs, and referring them to relevant products and services.
  • Support cross-sale penetration through customer referrals and excellent banking knowledge.
  • Promote self-service and digital channel capabilities to enhance customer experience.

Customer Focus:

  • Meet customer expectations for efficiency, accuracy, timeliness, and professionalism in branch or on the phone.
  • Be responsible for the customer journey of simple products sold or complex referrals where necessary.
  • Deliver new income opportunities through initiatives that support development of new and existing customer relationships.
  • Ensure fair outcomes for customers and maintain the orderly operation of financial markets.

Leadership & Teamwork:

  • Take ownership of your effectiveness, development, and results as a specialist or subject matter expert.
  • SUPPORT achievement of the HSBC vision, values, goals, and culture in personal behavior, actions, and decision-making.
  • Take personal responsibility for understanding and agreeing performance expectations, completing mandatory training, and developing capability and competence needed for the role.
  • Contribute to team development, effectiveness, and success by sharing knowledge and good practice, working collaboratively with others.

Operational Effectiveness & Control:

  • Be responsible for your own effectiveness, development, and results as a specialist or subject matter expert.
  • Suggest ideas and contribute to implementing actions that improve customer service, quality, or the way teams and individuals work together.
  • Adhere to HSBC policy, procedures, and control requirements applicable to day-to-day working, exceptional activities, and project activities.
  • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

Requirements:

  • Bachelor's degree or equivalent experience.
  • At least half years' experience in HSBC RBWM roles.
  • Strong communication, client focus, and influencing skills.
  • Sound knowledge of HSBC product and services, especially digital channel knowledge.
  • High potential to be in a sales role within half years.
  • Result-driven and able to work under pressure.
  • Able to communicate well in English and local languages.

Compensation: The estimated annual salary for this role is around $60,000-$80,000 based on industry standards and location. This figure may vary depending on individual qualifications and experience.

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