Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers 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:
The Premier proposition is a strategic priority for HSBC and the role of Associate Jade PRO is a key supporting role in the achievement of the proposition objectives for the Jade customer.
This role is a part of the Premier relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Jade customer and increase Jade Relationship Manager's client facing time. The role provides dedicated support to a team of Jade Relationship Managers in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives.
In order to deliver client centric service, this role is identified as a point of contact for clients and in the absence of the Jade PRM, this role will be the first point of contact for the client. Building an ongoing relationship based on value and service is critical to being successful in this role.
In order to deliver a high quality service to our highest value Jade clients, the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.
The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing High Net Worth (HNW) clients with globally consistent experiences, excellent service, and increased control through proactive expertise, products and services tailored to meet individual HNW client needs.
The Top Tier Premier (Jade) segment typically comprises clients with $1M (USD) to $5M (USD) in investible assets.
An Associate Jade PRO requires the following key attributes:
•Client driven with a strong focus on quality of service
•Excellent interpersonal communication skills
•An excellent sense of ownership, responsibility and accountability
•Support to Jade RM in the overall achievement of their income plans
To be successful in the role, you should meet the following requirements:
Knowledge and experience
•Strong interpersonal and empathy skills with strong decision making and ability to deliver
•Minimum of two years working in financial services industry
•Previous experience in Retail/Premier sales preferred
•Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
•Undesrtanding of relationship management systems (RM Platform etc.)
•Solid knowledge of appropriate branch operational procedures
•Money Laundering Awareness Certificate held
•Knowledge of relevant regulatory governance in market
•Good knowledge of HSBC and personal banking
•Team player with collaborative skills
•Knowledge of local and Group compliance regulations
•Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills
•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
•Ambitious about providing the highest standards of delivery to colleagues and clients
•Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
•Authentic and shows ability to engage with colleagues and clients to deliver at pace
•Makes considered decisions that protect HSBC and our clients
You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited