Retail Banking and Wealth Management (RBWM)
Retail Banking and Wealth Management leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an experienced professional to join our team.
In this role, you will:
A branch based customer facing role primarily focused on generating revenue by meeting customer needs to personal banking and Advance customer segment, may provide service where required.
Providing consistently excellent customer experience and encouraging customers to use additional channels where appropriate to ensure delivery of the proposition. Undertakes all product sales except material risk products (where regulation permits) using EDRAS based sales process to discover customer needs. Providing referrals to both Wealth Sales and Branch Specialists based on customer needs.
Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes:
1.Engage and Discover Customer Needs on Branch Entry
2.Acquire New to Bank customer
3.Deepen 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, adhereing to regulations/policies and minimising operational risk
Ideal candidate profile
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
You'll achieve more at HSBC.
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Issued by HSBC Bank (China) Company Limited