Job ref no.: 000091QK (CT3121052-01#0287)
HSBC

Branch Trainee - Retail Banking and Wealth Management

HSBC

分行見習生 - 零售銀行及財富管理業務

零售銀行及財富管理業務為全球數以百萬計的客戶提供全面的銀行及財富管理服務,協助客戶管理財務,並為未來構建穩健財務及提供保障。這項環球業務主要包括零售銀行、財富管理、保險及投資管理,致力提供以客為先的服務及發展創新高效的分銷渠道。

主要職責

  • 確保櫃位交易準確無誤
  • 把握機會將客戶轉介給相關銀行業務的同事,滿足客戶不同的金融服務需要
  • 遵守所有監控和服務規定,確保分行運作順暢並達到令人滿意的審核評級
  • 遵循滙豐或監管機構的標準與政策,確保符合反洗錢與反資助恐怖主義活動規程
  • 有機會晉升至財務策劃顧問,需協助客戶開戶推廣信用卡、按揭、個人貸款和一般保險產品等金融產品

入職條件

  • 以客為先,致力提供優質服務
  • 對工作充滿熱誠且能適應服務行業
  • 具有團隊合作精神和良好溝通技巧
  • 積極主動,熱愛學習
  • 責任心強
  • 能操流利粵語及英語,懂普通話更佳
  • 應屆大學畢業生,修讀金融或商業相關專業優先
  • 持有保險或投資牌照為佳
  • 具備客戶服務經驗者為佳

加入我們的團隊,一入職便享有優厚福利,包括:

  • 18日有薪年假及其他有薪假期(如婚假、生日假和產假)
  • 退休金的僱主供款部分最高可達基本月薪的13%
  • 醫療及人壽保險,保障您本人、配偶及子女
  • 員工專享住房貸款,貸款額可達物業估值或售價的100%
  • 員工專享理財服務,包括貸款、信貸和信用卡
  • 理想晉升機會

Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

Principal Responsibilities

  • Provide quality customer service through accurate and efficient counter transactions
  • Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues
  • Ensure smooth branch operations and achieve satisfactory audit rating by meeting all control and service requirements
  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies
  • Support customers in account opening, promoting financial products such as credit cards, mortgages, personal loans and general insurance product upon promotion to Universal Banker

Requirements

  • Customer centric mindset with commitment to deliver quality service
  • Self-motivated and adaptable to a service environment
  • A team player with good communication skills
  • Eager to learn with positive attitude
  • Strong sense of ownership
  • Fluency in Cantonese and English. Mandarin a definitive advantage
  • University fresh graduate, preferably in finance or business related discipline
  • Holder of insurance or investment license are preferred but not a must
  • Some customer service experience in mass market is preferred but not a must

When you join our team, from day one you’ll have access to a competitive benefits package, including:

  • 18 days paid annual leave plus additional leave (eg marriage, birthday and maternity)
  • Employer pension contribution of up to 13% of monthly basic salary
  • Medical and life coverage for you, your spouse and children
  • Staff housing loan up to 100% of the valuation or purchase price
  • Employee banking services including loans, credit facilities, and credit cards
  • Progressive career advancement opportunities

You’ll achieve more when you join HSBC.

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 Hong Kong and Shanghai Banking Corporation Limited

More job information
Job ref no. 000091QK (CT3121052-01#0287)
Salary
  • N/A
Job Function
Industry
Location
  • Mongkok
Experience
  • 1 year - 2 years
Career Level
  • Entry level
Education
  • Degree