The main roles of the job holder ensure the successful implementation of business strategies and Retail Banking and Wealth Management (RBWM)'s profitability through achievement of customer retention, growth of high value targeted customers, business goals of the branch and customer satisfaction as well as to support the implementation of all Global Standard and AML related activities / initiatives.

• To contribute to the Bank’s service and sales goals and profitability by proactively growing the HP portfolio through regular meeting as per customer needs, and achieving RBIF scheme
• To contribute to the growth of customer portfolio by initiating proactive customer contacts to build, cement and reinforce relationship with own portfolio customers.
• Manage existing relationship with those high-net-worth customers by obtaining net new funds and develop new relationships from clients.
• Acquire new Premier relationship and manage all aspects of a portfolio of Premier customer relationships.
• Comply with Global guidance and financial crime activities, observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring.
• Complete the CDD/EDD reviews promptly with quality outcome.

Job Requirements:

• 2-3 years banking experience
• Customer service focused mindset
• Possess good knowledge of WPB products including general banking insurance through internal accreditation and external regulatory requirement (AMCM) to obtain Insurance License
• Good selling and presentation skills
• Fluent in spoken and written in English, Chinese and Putonghua
• Good communication and interpersonal skills

OUR BENEFIT
We offer comprehensive and competitive remuneration package with benefits proposition to meet diverse needs of workforce:

• Pension Fund
• Medical insurance covering dependents and wellness
• 18 days and above Annual leave
• Bank holidays
• Birthday leave, Festival early leave, Parental leave, Examination leave etc.
• Preferential Banking Offers
• Employee Education Benefits Program
• Learning programs & Development Opportunities

You’ll achieve more when you join HSBC.
www.hsbc.com/careers


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 an 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 The Hongkong and Shanghai Banking Corporation Limited.