Customer Development Representative

2 weeks ago


Shanghai, Shanghai, China HSBC Full time
Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, 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 fill this role.

In this position, you will be responsible for the successful implementation of Premier Acquisition strategies, acquiring new-to-bank customers via central or self-generated leads, and delivering a high-quality service to our highest value personal clients. You will also be responsible for completing simple retail sales, accomplishing training, coaching, and accreditation requirements, and developing and implementing strategies to acquire and retain high-end clients.

Requirements:

Bachelor's degree or equivalent experience
Strong presentation and sales skills
Objection handling techniques and work under pressure
Good interpersonal and communication skills
Customer service orientation
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HSBC

Key Responsibilities:

Develop and implement strategies to acquire and retain high-end clients
Acquire new-to-bank customers via central or self-generated leads
Deliver a high-quality service to our highest value personal clients
Complete simple retail sales
Accomplish training, coaching, and accreditation requirements

Requirements:

Bachelor's degree or equivalent experience
Strong presentation and sales skills
Objection handling techniques and work under pressure
Good interpersonal and communication skills
Customer service orientation
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HSBC

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