Universal Banker - Wealth and Personal Banking 銀行業務主任 - 財富管理及個人銀行業務

Job description

Join our fast-growing wealth management teams in Asia

Wealth and Personal Banking is our global business combining Retail Banking and Wealth Management; and Global Private Banking. Our dynamic team delivers a range of solutions and services to our diverse customer groups. As a Universal Banker you will be working across our customers – from personal banking individuals including our ultra-high-net-worth customers, business owners and investors.

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

We are currently seeking a high calibre professional to join our team as a Universal Banker - Wealth and Personal Banking 銀行業務主任 - 財富管理及個人銀行業務.

Principal Responsibilities

• Work with our customers to provide answers and proactive solutions to enquires, to recommend suitable financial products and banking services to meet their needs
• Deliver industry-leading professional customer service
• Proactively identify potential customers banking needs and refer customers to appropriate branch staff to provide banking solutions
• Assist line manager to provide an efficient, customer-focused sales and service environment in branch
• Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

加入成為銀行業務主任 - 財富管理及個人銀行業務，我們將提供全面的在職培訓，助您發揮所長並規劃清晰的銀行職涯發展。

主要職責

• 處理客戶對銀行產品及服務的查詢 ，發展和維繫優質客戶關係
• 根據客戶的財務需求，推薦合適的金融產品及銀行產服務，以有效管理客戶的財富
• 發掘客戶的理財需要，並在適當的情況下推薦他們予其他業務部門
• 協助部門經理管理銷售工作及日常分行運作，並確保合乎滙豐或監管機構的標準與政策
• 工作地點：可選香港/九龍/æ–°ç•Œ 多個分行地點

Requirements

• Secondary school graduate with a pass in 5 subjects for HKCEE or HKDSE including Math and Chinese or English, equivalent or above
• Banking or financial service industry experience preferred
• Insurance licensed is preferred
• Good interpersonal and communication skills
• Highly driven and a desire to succeed in a dynamic environment
• Fluency in Cantonese, English and ideally Putonghua
• Recent graduates with part-time banking / customer service experience are also welcome
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

職位要求

• 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
• 有客戶服務經驗，善於建立客戶關係
• 持有保險牌照為佳
• 以客為本，致力為客戶提供優質服務
• 能操流利粵語及英語，懂普通話更佳
• 歡迎擁有銀行或客戶服務相關經驗的應屆畢業生申請

Employee Benefits

• Competitive salary package with stable working hours, 5-day work week
• 18 days or above 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，五天工作
• 18天或以上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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