Universal Banker - Wuxi, 中国 - HSBC

描述

Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with 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.

We are currently seeking an experienced professional to join our team.

In this role, you will:

and Discover Customer Needs on Branch Entry

2.Acquire New to Bank customer

Relationships with Customers

4.Deliver Service Excellence

5.Promote digital/CCSS solution to release teller/PRS's service burden

6.Support the Branch

7.Complete simple retail sales

8.Protect the Bank - through vigilance against fraud, knowing your customer, adhering to regulations/policies and minimizing operational risk

Requirements

To be successful in the role, you should meet the following requirements:

•Strong interpersonal and empathy skills with strong decision making and ability to deliver

•Minimum of two years working in financial services industry

•Previous experience in Retail/Premier sales preferred

•Understanding of core products, Premier proposition, and familiar with retail and wealth product processes

•Understanding of relationship management systems (RM Platform etc.)

•Solid knowledge of appropriate branch operational procedures

•Money Laundering Awareness Certificate held

•Knowledge of relevant regulatory governance in market

•Good knowledge of HSBC and personal banking

•Team player with collaborative skills

•Knowledge of local and Group compliance regulations

•Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills