Job ref no.: 0000IEUL

Customer Service Officer - Wealth and Personal Banking 客戶服務主任 - 零售銀行及財富管理業務


客戶服務主任 - 零售銀行及財富管理業務




  • 確保分行櫃位交易準確無誤
  • 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
  •  香港/九龍/新界多個分行地點可選 


  • 持有 香港中學會考 (HKCEE) 或香港中學文憑證書 (HKDSE)    五科合格,包括數學、中文或英文; 同等或以上學歷
  • 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
  • 良好的人際關係與溝通技巧,能操流利粵語及英語,懂普通話更佳
  • 持有保險或投資牌照為佳
  • 有客戶服務經驗者優先
  • 歡迎應屆畢業生申請


  • 良好的薪酬待遇及固定工作時間,每星期五天工作
  • 18天有薪年假及額外有薪假 如婚假、生日假、產假或侍產假
  • 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
  •  員工物業按揭貸款,貸款額可達物業估價或售價100%
  • 各種銀行服務及產品的員工優惠,包括貸款、信貸、信用卡
  • 理想晉升機會

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.

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.


  • Provide quality customer service through accurate and efficient counter transactions at branch
  • 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
  • Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories


  • Secondary school graduate with a pass in 5 subjects for HKCEE or HKDSE including Math, Chinese or English, equivalent or above
  • Customer centric mindset with commitment to deliver quality service
  • Self-motivated and adaptable to a service environment
  • Good interpersonal and communication skills with fluency in Cantonese and English. Mandarin is a definitive advantage.
  • Holder of insurance or investment license, preferred but not a must
  • Customer service experience in mass market or walk-in environment preferred
  • Fresh graduates are also welcome

Employee Benefits

  • Competitive salary package with stable working hours, 5-day work week
  • 18 days paid annual leave plus additional leave such as marriage, birthday and maternity/ paternity leave
  • Medical and dental 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 Hongkong and Shanghai Banking Corporation Limited.

More job information
Job ref no. 0000IEUL
Job Function
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 1 year - 2 years
Career Level
  • Entry level
  • Degree