Wealth Management Professional

1 month ago


Beijing, Beijing, China HSBC Full time

Wealth and Personal Banking at HSBC is a dynamic global business combining Retail Banking and Wealth Management, along with Global Private Banking. Our team serves millions of customers worldwide across various segments of private wealth, ranging from personal banking for individuals and families to ultra-high-net-worth individuals. Key Responsibilities:

  • Determine Customer Needs on Branch Entry
  • Acquire New to Bank customer Relationships
  • Promote digital/CCSS solution to release teller/PRS's service burden
  • Support the Branch
  • Complete simple retail sales

Requirements:

  • Strong interpersonal and empathy skills with strong decision making and ability to deliver
  • Minimum of two years working in financial services industry
  • Previous experience in Retail/Premier sales preferred
  • Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
  • Solid knowledge of appropriate branch operational procedures
  • Money Laundering Awareness Certificate held
  • Knowledge of relevant regulatory governance in market
  • Good knowledge of HSBC and personal banking
  • Team player with collaborative skills
  • Knowledge of local and Group compliance regulations

This role offers an attractive salary package, estimated to be around $80,000 per annum, depending on location and experience. At HSBC, we foster a culture that values continuous professional development, flexible working, and opportunities for growth within a diverse and inclusive environment.



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