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 one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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:
To present courteous, professional image and behaviors on call handling; abstain from rude attitude or any inappropriate behaviors; understand customer needs/requirements, provide accurate information in terms of bankingproduct and services to customers; provide proper solutions to customer's problems/issues on time, with job knowledge acquired or assistance from supervisor
To acquire quality potential customers by inbound enquiry call handling or conducting cold calls, and refer warm sales referral leads to branches/CD team.
To handle customer complaints with good customer service sense and compliance with bank's standards and procedures.
To perform system maintenance relating to customer phone banking, internet banking and SMS etc. with accuracy.
To maintain internal control standard, implement Group Compliance Policy and maintain awareness of operation risk and minimize the likelihood of it occurring. The jobholder is responsible for attending and successfully completing assigned training in the mandated timeframe and understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; (See Human Resources FIM B2.13.2 Consequence Management for further information); demonstrating an understanding of AML regulatory requirements and internal processes for controlling AML risk through completion of training; and requesting additional AML training that they deem necessary or appropriate to perform their jobs through their entity manager.
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
To be successful in the role, you should meet the following requirements:
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. /VL/*
Issued by HSBC Bank (China) Company Limited