- Support the achievement of Country AOP
- Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
- Build effective relationships with clients to retain and develop sustainable relationships
- Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
- Effective use of tools and information to drive client service delivery and
- RBWM performance
- Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
- Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
- Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
- Establish and agree client contact strategies in line with Group operating models
- Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs
- Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss Adhere to selling process and sales quality requirements Requirements
- Sound knowledge of various forms of deposits, mortgage, etc. Knowledge of the constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic and foreign currency markets Strong presentation and sales skills Objection handling techniques Good interpersonal and communication skills Customer service orientation
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HSBC Shenzhen, 中国 À durée déterminée - temps pleinWealth 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 ...
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HSBC Shenzhen, 中国 Fixed Term - 全职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 ...
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HSBC Shenzhen, 中国 À durée déterminée - temps pleinWealth 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 ...
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HSBC Shenzhen, 中国 À durée déterminée - temps pleinWealth 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 ...
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HSBC Shenzhen, 中国 Fixed Term - 全职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 ...
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HSBC Shenzhen, 中国 À durée déterminée - temps pleinWealth 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 ...
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Amazon Innovation Center (Shenzhen) Company Limited Shenzhen, 中国 全职请注意,申请此实习岗位需要满足如下条件: · 毕业时间:24年9月至25年9月之间毕业 · 面试时间:24年1月开始 · 入职日期:24年6月 · 实习时间:暑期全职实习,至少持续3个月 · 工作地点:深圳市福田区,深圳国际创新中心B座 · 简历要求:请提供中英双语简历(放在一个文件中) · 投递须知: · 1 填写简历申请时,请把必填和非必填项都填写完整。提交简历之后就无法修改了哦 · 2 学校的英文全称请准确填写。 · 3 校招信息请参考校园招聘申请手册: · Amazon is an inventive research and developme ...
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Premier Relationship Officer RM0, Shenzhen Huaqiangbei Sub-branch CHINA(South Region) - 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:
Impact on the Business/Function
Customers / Stakeholders
Leadership & Teamwork
Operational Effectiveness & Control:
To be successful in the role, you should meet the following requirements:
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