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Customer Development Representative

1 month ago

Shenzhen, Guangdong, China HSBC Full time

Transforming Wealth and Personal Banking

At HSBC, we're revolutionizing the way we serve our customers' wealth and personal banking needs. Our new global business combines Retail Banking and Wealth Management, along with Global Private Banking, to become a leading global wealth manager with trillions in assets.

About the Role

We're seeking an experienced professional to join our team as a Customer Development Representative. In this role, you'll be responsible for:

  • Acquiring new customers through central leads and self-generated leads.
  • Developing strong working relationships with relevant business areas, including Retail Banking and Wealth Management.

Key Responsibilities

As a Customer Development Representative, you'll be responsible for:

  • Creating an excellent first impression to strengthen and deepen customer relationships.
  • Delivering fair outcomes for our customers and ensuring your conduct maintains the orderly and transparent operation of financial markets.

Requirements

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

  • Sound knowledge of various forms of deposits, mortgage, and other financial products.
  • Knowledge of the constantly changing laws and regulations governing banks and the finance industry.
  • Strong presentation and sales skills, including objection handling techniques.
  • Good interpersonal and communication skills, with a customer service orientation.