Branch VRM Shanghai branch

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), 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, Private Banking and Insurance.

主要职责

管理规模大约1500个客户的卓越理财客盘，做好客户服务，积极解决客户提出的账户服务问题

日常主动联络客户，激活非活跃客盘

用优惠利率定存、信用卡和其他日常金融工具，经营并保持客盘规模。从合格卓越理财客户数量、新进资金等方面考核客盘增长

及时发掘客户理财需求，共同协作落实理财方案

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

In this role, you will:

• Portfolio Growth via Sophisticated WEM Capabilities.
• Successful referral including wealth, retail, international, GPB referral and etc.
• Customer engagement and activation.
• Wealth Needs Fulfillment.
• Compliance with the relevant Group standards as applied to the implementation of the IWPB strategy in their country;
• Global Standards maintenance;

岗位要求

- 本科或以上学历（国家认可）

- 优秀的人际交往和有效的沟通技巧；能够在高压下工作，良好的服务和销售态度；得体, 外向和具有说服力

- 有良好的英语口语和书写能力

- 具备金融行业销售和服务经验的候选人优先

To be successful in the role, you should meet the following requirements: ：

• Bachelor's degree or equivalent experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
• Evidence of strong sales results in insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required by HBCN
• Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity