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 :
Ensure excellence, efficiency and consistency in sales efforts within the Mobile Sales Force, with specific focus on the following :
Ensuring that applications for Credit Card and Loans adhere to the agreed eligibility criteria and are submitted with the required supporting documents.
Ensuring that client transactions and interactions meets all compliance / audit and sales quality standards.
Championing process streamlining with improvement in customer experience as the primary motivation.
Designing and analyzing reports essential in monitoring activity and performance of the Mobile Sales Force teams.
Designing and analyzing reports essential in capturing opportunities and scoping threats to aid in strategic planning of RBWM Senior Management and other internal counterparts.
Becoming the central point of contact in matters involving procurement, logistics, property and administration
Tracking sales metrics and reporting results for Senior Management review
Pursuing sales initiatives and tactics that support RBWM strategies
Performing other duties as required. (i.e. perform relief duties as necessary)
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
To be successful in the role, you should meet the following requirements :
University degree or above (recognized by the state)
0-2 years working experience, it will be a plus with working experience in Financial Industry
Must have a clear understanding of Credit, Compliance and Business Policies
Must possess intermediate data management skills, particularly in the use of MS Excel
Must demonstrate intermediate presentation and communication skills
Must have the ability to multi-task without sacrificing quality, and to adapt to evolving business demands
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 and inclusive and diverse environment.
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NH / *Issued by HSBC Bank (China) Company Limited