Universal Banker (Type 2) Shanghai KWC Sub-branch HSBC China
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:
Impact on the Business/Function
• Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients.
• Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity.
• Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
• Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.
Customers / Stakeholders
• Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
• Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools.
• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
• Maintains a basic understanding and technical knowledge of relevant products and services.
• Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfil their needs and ensure efficient follow up.
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
Operational Effectiveness & Control:
• Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements.
• Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling.
• Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls.
• Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times.
