Universal Banker, Shanghai SCR Sub-branch, HSBC China
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB) 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 HSBCs 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 Private Banking and Insurance.
- Accurately identify customer needs and assist customers in completing transactions/services in a timely accurate and professional manner through appropriate channels (including but not limited to: digital banking call center etc.)
- Assist branches in providing efficient high-quality customer service and a satisfying customer experience.
- Perform KYC (know your customer) and comply with relevant laws and regulations to reduce operational risks. Be vigilant about potential risks associated with services and transactions (e.g. fraud etc.) report and/or escalate risks and issues in a timely manner if needed.
- Based on customers needs identify sales opportunities and refer customers to sales personnel with the relevant qualifications for further discussion portfolio/product review and service. Assist the bank in achieving its sales targets and wealth management strategies.
To be successful in the role you should meet the following requirements:
- Bachelors degree or above (recognized by the state).
- Has strong sense of responsibility for work and excellent learning ability.
- Strong communication client focus and influencing skills.
- Has organizational and coordination skill as well as strong self-motivation skill.
- Able to communicate well both in English and Chinese.
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
