[上海]Premier Relationship Assistant

Premier Relationship Assistant, Retail Banking and Wealth Management 
(No. of Vacancy: 2; Location: Shanghai )

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Retail Banking and Wealth Management
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 this team in the role of Premier Relationship Assistant.

In this role, you will:

• To handle all inferior HSBC Premier (HP) accounts and zero-balance HP accounts follow up work.
• To chase deposit from all Home Mortgage Loan (HML) customers with monthly average balance below the threshold for HML preferential interest rate.
• To answer all incoming HP phone calls if Personal Relationship Officer (PRO) is occupied and to be responsible for all messages HP customer leave in PRO’s voice mail.
• To make sure HP gift redemption mechanics works smoothly
• To proactively identity sales opportunities, cross-sell bank products and services most beneficial to customers, and individually complete sales process if all PROs are occupied.
• To back up PRO who is on leave or during lunchtime.

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

• Bachelor degree (recognized by the state) holder with at least 1-2 years customer service experience, ideally in financial industry
• Good communication and selling skills
• Good understanding of Retail Banking & Wealth Management products / services
• Good spoken & written English
• Well organized
• Nice personality and presentable appearance

You’ll achieve more when you join HSBC.

http://www.hsbc.com.cn/1/2/careers-cn

HSBC takes pride in a diverse and inclusive working environment that sees our people benefit from mentoring, flexible working and the support of Employee Resource Network Groups. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank (China) Company Limited

HSBC is an equal opportunity employer. We value the diversity of individuals, ideas, perspectives, insights and values, and what they bring to the workplace. Applications are welcome from all qualified candidates.

Data held by the Bank relating to employment applications will be kept confidential and used only for processing applications. Applicants who are not contacted within eight weeks may consider their application unsuccessful. The Bank will retain their applications for a maximum period of one year and may refer suitable applicants to other vacancies within the Group.

Issued by HSBC Bank (China) Company Limited