Customer Development Representative

2 months ago


Huangpu, China HSBC Full time
Job Description

We are seeking an experienced professional to join our team at HSBC as a Customer Development Representative. This role is part of our Wealth and Personal Banking (WPB) business, which combines Retail Banking and Wealth Management to become a global wealth manager with trillions in assets.

Key Responsibilities:

  • Implement successful Premier Acquisition strategies to acquire new-to-bank customers via central or self-generated leads.
  • Deliver high-quality service to our highest value personal clients by completing simple retail sales and accomplishing training, coaching, and accreditation requirements.
  • Develop and execute plans to acquire and retain middle-to-high-end clients, identifying their banking service needs and developing them into HSBC customers.
  • Utilize various channels, including bank channels and self-developed channels, to successfully acquire new customers.
  • Provide excellent customer service, meeting basic retail sales targets.

Requirements:

  • Bachelor's degree or equivalent experience.
  • Strong presentation and sales skills, including objection handling techniques and the ability to work under pressure.
  • Good interpersonal and communication skills, with a customer service orientation.
  • Attain appropriate professional and regulatory qualifications as required by the market.
  • Meet internal standards as required by HSBC.


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