Retail Banking and Wealth Management (RBWM)
Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-
class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-
centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an experienced professional to join our team.
In this role, you will :
Support Mobile Sales Force (MSF) with credit card application and / or Know Your Customer / ID &V in designated branch. Main responsibilities include (1) conduct ID &V for approved STP card customers;
2) conduct outbound calls to filter short form leads and transfer quality leads to MSF for follow-up appointment-making within Service Level Agreement;
3) provide service to walk-in customers; (4) provide training for branch staff upon request. Ensure excellence, efficiency and consistency in sales efforts within the Mobile Sales Force, with specific focus on the following :
Ensuring that applications for Credit Card and Loans adhere to the agreed eligibility criteria and are submitted with the required supporting documents.
Ensuring that client transactions and interactions meets all compliance / audit and sales quality standards.
Championing process streamlining with improvement in customer experience as the primary motivation.
Designing and analysing reports essential in monitoring activity and performance of the Mobile Sales Force teams.
Designing and analysing reports essential in capturing opportunities and scoping threats to aid in strategic planning of RBWM Senior Management and other internal counterparts.
Becoming the central point of contact in matters involving procurement, logistics, property and administration
Tracking sales metrics and reporting results for Senior Management review
Pursuing sales initiatives and tactics that support RBWM strategies
Performing other duties as required. (i.e. perform relief duties as necessary)
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
To be successful in the role, you should meet the following requirements :
University degree or above (recognized by the state)
0-2 year working experience, it will be a plus with working experince in Financial Industry
Have a clear understanding of Credit, Compliance and Business Policies
Possession of basic data management skills, particularly in the use of MS Excel
Demonstrate basic presentation and communication skills
Must have the ability to multi-task without sacrificing quality, and to adapt to evolving business demands
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited