河源招聘

Premier Relp Assistant Shanghai SHC Sub-branch

职位编号: 0000EV49

Description

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

• Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients.
• Reduce the time spent on process and administrative tasks by PRM to increase PRM's capacity.
• Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
• Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.
• Handle client's enquiries relating to the PRM's portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer's queries at the first point of contact and minimise referrals to the PRM for routine transactions.
• Has strong knowledge of the PRM's portfolio of clients with the support of CRMS and analytical tools.
• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
• Maintains a basic understanding and technical knowledge of relevant products and services.
• Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfil their needs and ensure efficient follow up.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
• Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements.
• Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling.
• Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls.
• Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times.

Qualifications

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

• Total Revenue Balance (TRB) and revenue of the portfolio of clients being supported.
• Classification of customers being supported Top Tier, Mid Tier, Low etc. according to Group Client segmentation definition.
• Complexity of local processes which is dependent on the degree of service and product straight through process in the country and complexity of local regulatory requirement of the products being served.
• The role has no direct reports nor does it directly manage any client relationships

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.

Issued by HSBC Bank (China) Company Limited

汇丰是具有全球规模的金融服务机构。我们通过三大环球业务：财富管理及个人银行、工商金融、环球银行及资本市场，为超过4,000万名客户提供服务。我们的业务网络遍及欧洲、亚洲、中东及非洲、北美和拉美，覆盖全球64个国家和地区。

“开拓全球机遇”乃汇丰的使命，也是集团价值所在。我们发挥***的专业知识、能力、广阔视野及多元观点，致力为客户开拓崭新机遇。我们云集人才，集思广益，汇聚资本，促进业务发展及增长，为集团的客户、雇员、投资者、社区，以至整个世界缔造更美好的未来。

汇丰控股有限公司在伦敦、香港、纽约和百慕大证券交易所上市，股东约 194,000 名，遍布全球 130个国家和地区。