Senior Customer Service Officer - Wealth and Personal Banking 高級客戶服務主任 - 財富管理及個人銀行業務

Job description

Some careers open more doors than others.

If youre looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

Principal Responsibilities

• Provide quality customer service through accurate and efficient counter transactions at branch and assist team for transactions checking
• Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues
• Promote digital banking services and products and encourage customers to migrate to digital
• Assist Assistant Branch Managers in leading and mentoring team and handle administrative tasks
• Ensure smooth branch operations and achieve satisfactory audit rating by meeting all control and service requirements
• Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies
• Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

高級客戶服務主任 - 財富管理及個人銀行業務

財富管理及個人銀行業務為全球數以百萬計的客戶提供全面的銀行及財富管理服務，協助客戶管理財務，並為未來構建穩健財務及提供保障。這項環球業務主要包括零售銀行、財富管理、保險及投資管理，致力提供以客為先的服務及發展創新高效的分銷渠道。

職責

• 確保分行櫃位交易準確無誤，並協助團隊複查交易
• 把握機會將客戶轉介給相關銀行業務的同事，滿足客戶不同的金融服務需要
• 推廣並鼓勵客戶使用網上理財服務及產品
• 協助分行助理經理管理及指導團隊，同時處理內部行政工作
• 遵守所有監控和服務規定，確保分行運作順暢並達到令人滿意的審核評級
• 遵循滙豐或監管機構的標準與政策，確保符合反洗錢與反資助恐怖主義活動規程
• 香港 / 九龍 / 新界多個分行地點可選

Requirements

• Secondary school graduate with a pass in 5 subjects for HKCEE or HKDSE including Math, Chinese or English, equivalent or above preferred
• Customer centric mindset with commitment to deliver quality service
• Self-motivated and adaptable to a service environment
• Good interpersonal and communication skills with fluency in Cantonese and English. Mandarin is a definitive advantage.
• Management experience is preferred
• A minimum of three years of experience as a teller

• 持有 香港中學會考 (HKCEE) 或香港中學文憑證書 (HKDSE) 五科合格，包括數學、中文或英文 ; 同等或以上學歷為佳
• 以客為先，致力提供優質服務
• 對工作充滿熱誠且能適應服務行業
• 良好的人際關係與溝通技巧，能操流利粵語及英語，懂普通話更佳
• 持有管理經驗為佳
• 至少三年銀行櫃位服務經驗

Employee Benefits

• Competitive salary package with stable working hours, 5-day work week
• 18 days paid annual leave plus additional leave such as marriage, birthday and maternity/ paternity leave
• Medical and dental coverage for you, your spouse and children
• Staff housing loan up to 100% of the valuation or purchase price
• Employee banking services including loans, credit facilities, and credit cards
• Progressive career advancement opportunities

員工褔利

• 良好的薪酬待遇及固定工作時間，每星期五天工作
• 18 天有薪年假及額外有薪假 如婚假、生日假、產假或侍產假
• 退休金的僱主供款部分最高可達基本月薪的 13%
• 醫療及人壽保險，保障您本人、配偶及子女
• 員工物業按揭貸款，貸款額可達物業估價或售價 100%
• 各種銀行服務及產品的員工優惠，包括貸款、信貸、信用卡
• 理想晉升機會

Youll achieve more when you join HSBC.
http://www.hsbc.com/careers

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.
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