Customer Fulfillment Officer (6 months fixed term contractor) (需求2人)

HSBC

  • 台北市
  • 約聘
  • 全職
  • 22天前
Job Advert DetailsWealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers 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.
  • People Responsibility: N
  • Role Purpose: This role is to support Asia Wealth Business strategies on growing HNW/ PI customers' needs fulfillment on capital market products
  • Job Content:
The job holder assists frontline to fulfill high net worth customer needs by showing different SN pricings tailored to customer's unique investment objective. In addition to the pre-trade fulfillment, the job holder also handles the post-trade activities and product maintenance. The job holder will have the chance to collaborate with different stakeholders including major structured product issuers in Asia, frontline sales, wealth product managers and operation teamQualifications
  • Must be proficient in Microsoft Office application
  • Detail oriented with the abilities to multi-tasks
  • Prerequisite license: 信託業務人員、金融市場常識與職業道德

HSBC