Future Trusted Adviser, RGL Division

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 Job Description - Future Trusted Adviser, RGL Division (0000CEF5)

Job Description 

Future Trusted Adviser, RGL Division : 0000CEF5 



Retail Banking and Wealth Management (RBWM)

Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.                                              


We are currently seeking an experienced professional to join our team.




In this role, you will:

The job holder's challenge is to bring himself /herself up to PRO role in a short period of 12-month training programme. To achieve this goal, the job holder needs to be very proactive and quick to learn the knowledge and skills required for future role. The job holder needs to command a certain level of banking knowledge, cultivate strong sales and services skills, and to develop a keen commercial sense to cope with the ever-changing market.

The programme also offers the job holder good opportunity to get exposure to different positions and teams within RBWM as well as networking in the organization.


FTA are also expected to demonstrate the below capabilities which are critical to the Premier Relationship Officer by the end of the program:

1.  Customer Focus                                      

2.  Achieving Excellence                             

3   Understanding Markets and Customers       

4.  Strengthening Customer Relationships

5.  Finding and Developing Business

6.  Portfolio Management







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



*Bachelor's degree or equivalent experience

*Strong communication, client focus and influencing skills

*Good knowledge of HSBC and RBWM

*Team player with collaborative skills

*Knowledge of local and Group compliance regulations

*Attain appropriate professional and regulatory qualifications as required by market

*Attain any internal standards as required by HBCN


You’ll achieve more when you join HSBC.


HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /SY/* 

Issued by HSBC Bank (China) Company Limited



Job Field

 : Wealth Management.

Primary Location

 : Asia Pacific-China-Shanghai-Shanghai


 : Full-time 


 : Day JobType of Vacancy : Country vacancy

Job Posting

 : 10-Jan-2019, 17:09:49 

Unposting Date

 : 17-Jan-2019, 23:59:00  

12 January 2019
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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