北京招聘

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.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for 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 handle all inferior HSBC Premier (HP) accounts and zero-balance HP accounts follow up work
- To chase deposit from all Home Mortgage Loan (HML) customers with monthly average balance below the threshold for HML preferential interest rate
- To answer all incoming HP phone calls if Premier Relationship Officer (PRO) is occupied and to be responsible for all messages HP customer leave in PRO's voice mail
- To make sure HP gift redemption mechanics works smoothly
- To proactively identify sales opportunities, cross-sell bank products and services most beneficial to customers, and individually complete sales process if all PROs are occupied
- To back up PRO who is on leave or during lunchtime                                                                                                                               
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

·积极主动地识别销售机会；把合适的银行产品和服务配置给客户
·协助银行完成销售目标和财富管理策略
·处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作
·客户经理繁忙时，接听卓越理财服务电话，负责跟进客户经理的语音信箱信息
·确保卓越理财客户的礼品换领机制顺利进行

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

- Bachelor degree or above(recognized by the state)
- With 1-2 years' working experience, sales or customer service experience is preferred
- Good communication and selling skills
- Good understanding of Retail Banking and Wealth Management products and services
- Good spoken and written English 
- Well organized 
- With nice personality

·本科或以上学历(国家认可)
·有强烈的工作责任感和优秀的学习能力
·良好的沟通和客户服务能力
·良好的英文听说读写能力
·有一定的组织协调能力和强烈的自我激励

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.