Assistant Manager, HSBC Premier 卓越理財助理經理 - Wealth and Personal Banking

Some careers prize diversity more than others.

If you’re looking for a career where you will be respected as an individual and valued for the contributions you make, join HSBC and discover how diversity drives our success. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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 a high calibre professional to join our team as an Assistant Manager, HSBC Premier.

Principal Responsibilities 

• Collaborate with Premier Relationship Manager to develop and nurture relationships with Premier clients
• Provide efficient, high quality professional services and ensure a consistent delivery of the Global Premier core service standards and proposition
• Support Premier Relationship Managers to conduct customer needs activity planning and portfolio management to improve customer satisfaction
• Promote HSBC Premier proposition for deposits and portfolio growth
• Initiate and maintain effective communication with paired Premier Relationship Managers
• Assisting Premier Relationship Manager on managing, developing and retaining quality client relationship

我們目前正在尋找優質的專業人士加入我們團隊，擔任滙豐卓越理財助理經理。

主要職責 

• 與卓越理財客戶經理合作擴大我們的客戶群，與所分配的卓越理財客戶建立長期關係 
• 提供高效率和優質的專業服務，確保達到滙豐卓越理財的服務標準 
• 協助卓越理財客戶經理，根據客戶的財務需求尋找合適的金融及投資產品服務，管理客戶的財富 
• 向潛在客戶推廣我們的卓越理財財富策劃服務 
• 與配對的卓越理財客戶經理開展並保持有效溝通 
• 協助卓越理財客戶經理管理、發展和維繫優質客戶關係 

Requirements 

• University level education, preferably in finance, business or a related discipline
• Proven frontline experience in customer serving at a financial institution
• Excellent customer service skill and mindset, with strong attention to detail
• Good knowledge of retail banking and wealth management products
• Team player with commercial orientation
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Holder of relevant insurance and investment licenses
• Fluency in both English and Cantonese, with knowledge of Mandarin is preferred
• To be considered for this role, the relevant rights to work in Hong Kong is required

入職要求  

• 持大學學位，金融、商業本科或相關學科更佳 
• 有前線客戶服務經驗，善於建立客戶關係 
• 具優秀銷售及客戶服務技巧，善於溝通及人際交流 
• 熟悉零售銀行和財富管理產品 
• 高度以客為本，致力為客戶提供優質服務 
• 瞭解如何與合規、信用與風險和內部控制等部門合作，以確保風險平衡的運營環境 
• 持有相關保險和投資牌照 
• 操流利粵語及英語，懂普通話更佳 
• 申請人必須為合資格在港工作人士 

You’ll achieve more when you join HSBC.
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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