Description
Wealth and Personal Banking (WPB)(Location:Beijing,Shanghai,Guangzhou,Shenzhen)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking an experienced professional to join our team.
In this role, you will:
- 积极主动地识别销售机会；把合适的银行产品和服务配置给客户；
- 协助银行完成销售目标和财富管理策略；
- 处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作；
- 客户经理繁忙时，接听卓越理财服务电话，负责跟进客户经理的语音信箱信息；
- 确保卓越理财客户的礼品换领机制顺利进行。
Qualifications
To be successful in the role, you should meet the following requirements：
1、本科或以上学历(国家认可)；
2、有强烈的工作责任感和优秀的学习能力；
3、良好的沟通和客户服务能力；
4、良好的英文听说读写能力；
5、有一定的组织协调能力和强烈的自我激励。
我们的福利
汇丰为员工提供全面、贴心的关怀与福利，自入职***天起，员工就可以在多样化和人性化的工作场所做出积极选择，满足自己多层次的需求。
- 假期福利
除法定休假外，有年假、带薪病假、志愿者假、妇女节、***节休假等。您入职后即可享有10~25天的丰厚年假，让您在工作之余有充分的时间放松身心。在您生日当月，更有一天生日假，您可以和家人、朋友等一起庆祝这温馨的时刻。
- 全面的福利保险计划
包括定期寿险、意外伤亡险、重疾险、补充商业医疗保险等，覆盖全方位生活场景，为您的保障添砖加瓦。
- 员工体检
每年为您提供一次关爱体检，有多种套餐，全面评估您的身体状况和生活方式，帮助您实现健康生活、快乐工作。
- 弹性福利
当您考虑为家庭提供更多保障时，MyChoice员工弹性福利平台可以满足您不同人生阶段的各种需求。每年您都享有弹性福利积分，可以调整您的福利保险，买卖年假，为家人购买体检套餐等，DIY一份专属于您的福利计划。
- 心理健康咨询
您和您的直系亲属均可免费获得专业的心理健康咨询，包含个人成长、缓解职场压力、解决情感困惑等，助您一路“升级打怪”，稳步前进。
- 企业年金
汇丰企业年金这一补充养老金计划为您更添一份保障。建立企业账户和个人账户，由汇丰和您按照一定比例每月缴存。更有专业的金融机构共同运营，确保年金资金的安全独立、灵活投资，您可在退休时领取，提升您退休后的生活品质。
- 弹性工作
为了让大家发挥***表现，您有各种弹性工作的灵活选择。
- PSQP专业进修计划
专业进修计划通过为员工报销学费的方式鼓励员工追求职业发展。员工可就经PSQP批核的进修计划和经批核学位列表中涵盖的专业进修享受学费报销。
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. 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.