Premier Relationship Officer
HSBC Group
Hong Kong, China
7天前

Description

Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.

It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-

centric propositions and innovative and efficient distribution channels. We are currently seeking a high caliber professional to join our team as Premier Relationship Officer .

Principal responsibilities

  • Support Wealth Managers in administration and managing relevant documentation
  • Support Wealth Managers in conducting Risk Tolerance Questionnaire and banking services
  • Support the branch in administration, operations, wealth management processing properly
  • Support and coordinate the branch Information Technology, equipment and systems
  • Proactively ensure the branch adhere to branch policies and procedures
  • Deliver legendary customer service
  • Ensure the customer satisfaction
  • In conjunction with Compliance department to implement the Group compliance Policy by containing compliance risk in conjunction policy by containing compliance risk in conjunction with the relevant compliance department.
  • To adhere to and be able to demonstrate adherence to internal controls
  • Coordinate wealth sales in terms of applications, documentation and follow through the progress
  • Requirements

  • Qualifications in financial planning
  • Proven experience in a customer service role
  • Comprehensive understanding of Premier and Wealth proposition and products
  • Good knowledge of Regulatory and compliance issues
  • Excellent interpersonal and organizational skills
  • Able to juggle workload and priorities
  • Team work and collaboration skills
  • You’ll achieve more when you join HSBC. Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

    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.

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