Retail Business Banking Sales and Service Officer Shenzhen HSBC China (Pearl River Delta)
HSBC
Shenzhen, CHINA
1天前
source : Wizbii

Retail Banking and Wealth Management (RBWM)

Retail Banking and Wealth Management leverages HSBC's global retail banking expertise and wealth management capabilities to deliver a broad range of world-

class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-

centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

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

In this role, you will :

  • Provide high quality sales support to a team of RBB RMs and / or hybrid PRMs mainly focused on getting appointment for RMs / PRMs and supporting RMs / PRMs in servicing their clients.
  • Reduce the time spent on process and administrative tasks by RM / PRM to increase RM / PRM's capacity.
  • Support RM / PRMs to manage client contact and service, including, in the absence of RM / 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 RM / 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.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
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