Wealth Personal Banking

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking an experienced professional to join our team.

In this role, you will:

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Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio

Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs

Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

扩大卓越理财客户群，并与卓越理财客户建立长期关系

根据客户的财务需求提供合适的金融及投资产品服务，管理客户的财富

向潜在客户推广卓越理财服务，发掘他们的需求并且在适当的情况下推荐客户至其他业务部门

配合执行分行改进措施，反映客户的意见，并确保符合分行的运作要求和品质保证