at HSBC
Investment BankingPosted 3 months ago
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Senior Customer Development Representative based in HSBC International Wealth and Premier Banking (IWPB) at the Shanghai PUD sub-branch. Responsible for implementing Premier acquisition strategies, acquiring new-to-bank customers via central or self-generated leads, and completing retail sales to serve high-value personal clients. The role involves building strong relationships with internal teams (e.g., WPB, Marketing) and delivering high-standard customer service while meeting regulatory and internal qualification requirements.
- Compensation
- Not specified
- City
- Shanghai
- Country
- China
Currency: Not specified
Full Job Description
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 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, Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
• Be responsible for successful implementation of Premier Acquisition strategies
• Acquire new-to-bank customers via central or self-generated leads.
• In order to deliver a high quality service to our highest value personal clients the role holder will need to complete simple retail sales.
• Development of strong working relationships with relevant business areas (e.g., WPB, Marketing, etc)
• Delivery high standard customer service to meet customer satisfactory
To be successful in the role, you should meet the following requirements:
• Bachelor's degree or equivalent experience
• Minimum of one year proven and progressive financial services and/or retail sales experience or equivalent
• Sound knowledge of various forms of deposits, WEM product, 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 and work under pressure
• Good interpersonal and communication skills
• Customer service orientation
• 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.
www.hsbc.com.cn/careers
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Issued by HSBC Bank (China) Company Limited
