Future Trusted Advisor ID65371
汇丰技术服务（中国）有限公司
- 公司规模：50-150人
- 公司性质：外资(非欧美)
- 公司行业：银行
职位信息
- 发布日期：2020-11-02
- 工作地点：上海
- 招聘人数：1人
- 工作经验：1年经验
- 学历要求：本科
- 职位类别：投资/理财顾问
职位描述
职位编号: 0000ESVL
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
?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
Qualifications
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
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. /IC/*
职能类别：投资/理财顾问