Customer Development Rep

8 months ago

Beijing, China HSBC Full time

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion 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 currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

Acquisition of NTB customers via central leads and self generated leads. Development of strong working relationships with relevant business areas (, RBWM and Marketing)

Customers / Stakeholders

Creation of an excellent first impression in order that customers will want to strengthen and deepen their relationships with us. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership & Teamwork

Individuals are responsible for their own effectiveness, development and results. Specialist or Subject Matter Experts, where matrix management and understanding of Group strategy is expected. Their contribution is often as a technical/professional specialist in their field. Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making. Take personal responsibility for understanding and agreeing performance expectations, completing the necessary mandatory training and developing the levels of capability and competence needed to be effective in the role. Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment.

Operational Effectiveness & Control:

Individuals are responsible for their own effectiveness, development and results. Specialist or Subject Matter Experts, where matrix management and understanding of Group strategy is expected. Their contribution is often as a technical/professional specialist in their field. Suggest ideas and contribute to implementing actions that will improve customer service, quality or the way teams and individuals work together. Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures. Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business. Apply policies, procedures, practices and standards to their allocated tasks, taking responsibility for their own actions, to ensure the achievement of high levels of quality, effective risk management and regulatory compliance. Requirements

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

Representing the Bank, the job holder needs to be mature, presentable and professional. He/she also needs to be highly driven, sensitive to customer needs and able to personalize the benefits of our products and services to meet their requirement.

Sound knowledge of various forms of deposits, mortgage, etc. Knowledge of the constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic and foreign currency markets Strong presentation and sales skills Objection handling techniques Good interpersonal and communication skills Customer service orientation

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