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Description
Wealth and Personal Banking (WPB)(Location:Beijing,Shanghai,Guangzhou,Shenzhen)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager 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:
- 積極主動(dòng)地識(shí)別銷(xiāo)售機(jī)會(huì)；把合適的銀行產(chǎn)品和服務(wù)配置給客戶；
- 協(xié)助銀行完成銷(xiāo)售目標(biāo)和財(cái)富管理策略；
- 處理銀行相關(guān)卓越理財(cái)客戶帳戶和零余額卓越理財(cái)客戶帳戶的跟進(jìn)工作；
- 客戶經(jīng)理繁忙時(shí)，接聽(tīng)卓越理財(cái)服務(wù)電話，負(fù)責(zé)跟進(jìn)客戶經(jīng)理的語(yǔ)音信箱信息；
- 確保卓越理財(cái)客戶的禮品換領(lǐng)機(jī)制順利進(jìn)行。
Qualifications
To be successful in the role, you should meet the following requirements：
1、本科或以上學(xué)歷(國(guó)家認(rèn)可)；
2、有強(qiáng)烈的工作責(zé)任感和優(yōu)秀的學(xué)習(xí)能力；
3、良好的溝通和客戶服務(wù)能力；
4、良好的英文聽(tīng)說(shuō)讀寫(xiě)能力；
5、有一定的組織協(xié)調(diào)能力和強(qiáng)烈的自我激勵(lì)。

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.