If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking a high calibre professional to join our team as a
Personal Wealth Manager.
Principal Responsibilities
Adopt a needs-based approach to advise and provide recommendations in line with personal banking customers' financial objectives and their other banking needs
Develop and implement wealth preservation and wealth accumulation plans using investment & insurance solutions
Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA (Service Level Agreement) expectations of Branch Service Protocol, Customer Complaints and other process SLAs (Service Level Agreement) as applicable
Share HSBC Customer Propositions, encourage customers to deepen relationship and cross-sell other HSBC retail products
Reach out to our client base with customer contacts provided by the bank
Ensure all sales and operational transactions are executed expeditiously and with minimum errors, while staying within compliance with audit and statutory guidelines
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Qualifications
To be successful you will needDiploma/Degree qualification with relevant customer service experience
New graduate and/or with proven sales experience is a plus
Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.
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 an 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.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Beware of fraud agents! do not pay money to get a job
MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.