Wealth Management Associate

2 months ago


Huangpu, China HSBC Full time

Wealth and Personal Banking (WPB) is our new 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.

Key Responsibilities:

  • To provide high-quality service to customers
  • To communicate effectively to meet various customer needs
  • To assist in regulatory reports and returns
  • To support counter administrative work

Requirements:

  • To be successful in the role, you should meet the following requirements:

  • • Bachelor degree holder or above (recognized by the state)

  • • One year or above working experience is preferred

  • • Experience in customer-facing function is preferred

  • • Result-driven and able to work under pressure

  • • Highly responsible in working in charge

  • • Strong interpersonal skills and effective presentation skills

  • • Customer-centric service mindset

  • • Good spoken and written English is a plus


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