Assistant Manager, HSBC Premier - Wealth and Personal Banking
HSBC
- 中環
- 長期
- 全職
- Collaborate with Premier Relationship Manager to develop and nurture relationships with Premier clients
- Provide efficient, high quality professional services and ensure a consistent delivery of the Global Premier core service standards and proposition
- Support Premier Relationship Managers to conduct customer needs activity planning and portfolio management to improve customer satisfaction
- Promote HSBC Premier proposition for deposits and portfolio growth
- Initiate and maintain effective communication with paired Premier Relationship Managers
- Assisting Premier Relationship Manager on managing, developing and retaining quality client relationship
- Identify opportunities for wealth and credit reviews to optimize portfolio performance and meet the needs of the customers
- Understand and adhere to local and global compliance
- Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC
- *Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
- University level education, preferably in finance, business or a related discipline
- Proven frontline experience in customer serving at a financial institution
- Excellent customer service skill and mindset, with strong attention to detail
- Good knowledge of retail banking and wealth management products
- Team player with commercial orientation
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Fluency in both English and Cantonese, with knowledge of Mandarin is preferred
- To be considered for this role, the relevant rights to work in Hong Kong is required