Virtual Relationship Manager, Contact Centre and Remote Channel - Wealth & Personal Banking

Job description

Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Virtual Relationship Manager, Contact Centre and Remote Channel .

Principal Responsibilities

·  The job holder has a responsibility to attend to Premier customer service requests through the telephone, emails and Live Connect on service matters. This includes executing instructions from customer promptly and accurately, responding to customers’ requests, working closely with other departments to ensure customers’ instructions and requests are executed correctly and followed up in a timely manner
·  Build effective interactions and relationship with customer and meet the performance expectation in activities per contact strategy, successful referrals and provide financial services e.g FX, TMD, retail banking products as well as Wealth & Protection product opportunity
·  Support the team in developing and implementing the business plans and strategies
·  Maintain an awareness of relevant products and services available from Group sources and elsewhere to provide the best solutions for clients and maximize revenues
·  Comply with local regulations in all aspects of strategy, sales processes, product suitability, client correspondence, financial promotions, administration, and complaint handling

Requirements

·  Customer oriented with strong service mindset
·  Able to handle different needs of Premier or above customers
·  Strong Customer relationship management skills and excellent interpersonal skills
·  Ability to understand and capture Customer financial needs
·  Required insurance and investment licenses holder

You’ll achieve more when you join HSBC. 

http://www.hsbc.com/careers

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 an 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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.