Universal Banker MPF

4 months ago

Hong Kong, Hong Kong SAR China HSBC Full time

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 Universal Banker MPF.

Principal Responsibilities

Provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory Provident Funds and Employee Benefits products Discover customers’ protection needs during client appointment and capture life insurance business opportunities for Mass market segments  Complete business fulfilment process as appropriate Establish good rapport and maintain relationship with customers, handling enquiries, resolving customer problems or complaints and follow up with customer’s applications Collaborate with branches to provide one-stop banking solutions to customers to fulfill their financial needs Maintain a smooth & efficient in daily operations Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories  Requirements University degree holder or equivalent with sound experience Qualified with Insurance Intermediaries Qualifying Examination qualification Passed in the HKSI Licensing Examination Paper 1,7 & 8 Solid experience in the banking industry being in front-line/customer service roles Basic understanding of the Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and product knowledge Team player with a self-motivated mind-set and genuine interest in banking industry  Excellent interpersonal and presentation skills Effective problem-solving skills Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

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