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Retail Banking and Wealth (RBW) Hong Kong helps deliver on HSBC's 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. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth 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
Service Manager, Global Private Banking .
In this role you will need: - Deliver the best client experience to clients under the portfolio with both Retail/GPB relationship.
- Collaborate seamlessly with PBRM team for Wealth products across platforms and transfer eligible assets to PB Wealth with client consent.
- Act as the primary point of contact to fulfil transaction banking and servicing needs on Retail side. Responding promptly and effectively to inquiries, and proactively addressing any issues and concerns.
- Promote PB-led activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources.
- Compliance with all the FCC related policies, relevant Group standards including GHO and the Regulatory organization as applied to the implementation of the WPB strategy in their country.
To be successful you will need: - Bachelor's degree or equivqlent experience. Years of proven and progressive financial services, experience working as a Relationship Manager is preferred
- With Customer Centric mind set to understand clients needs, identify opportunities to offer wealth products and deliver the best client experience
- Able to collaborate with stakeholders and provide one-stop financial solution, expert on branch operations and can manager retail transaction independently
- Strong communication skills - Ability to communicate effectively with clients and colleagues at all levels
- Strong skills on sales orientation, networking, and portfolio management skills
- Ability to work independently and as part of a team, with strong work ethic and a willingness to take on additional responsibilities as needed
- Clear view on how to work with FCC, Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Able to communicate well in Cantonese, English and Mandarin
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity www.hsbc.com/careers
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Issued by The Hongkong and Shanghai Banking Corporation Limited.
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