Assistant Manager, Wealth
6 days ago
Assistant Manager, Wealth & Personal Banking – Contact Centre and Remote Channel Join to apply for the Assistant Manager, Wealth & Personal Banking – Contact Centre and Remote Channel role at HSBC . Some Careers Have More Impact Than Others. HSBC values contributions that create lasting impact. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. 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. WPB 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. Principal Responsibilities Handle inbound calls from Premier Customers, provide quality services and resolve customer queries. Listen to our customers, understand their needs, and recommend appropriate financial services and solutions. Assist Senior Team Managers in leading and mentoring agents to enhance their capabilities and professionalism, and empower agents to optimize performance efficiency. Handle disputes, customer complaints or suspected fraud cases as required. Deliver upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements. Comply with procedures, policies and regulatory requirements to safeguard customers and the bank’s interests. Qualifications Proficient in written and spoken English and Chinese; Mandarin is an advantage. 3+ years of relevant customer service experience in a banking or financial institution environment/contact centre (preferred). License holder of HKSI 1,7,8 and IIQE 1, 2, 3, and compliance with related Continuing Professional Development (CPD) requirements. Strong customer service mindset and high dedication to service excellence, strong communication and problem‑solving skills. Sound knowledge of Retail Banking and Wealth Management financial products. Candidate with less experience will be considered for a Senior Wealth & Personal Banking Executive role. Employment subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. HSBC is an equal‑opportunity employer committed to fostering a diverse and inclusive culture where all employees are valued, respected and can thrive. Personal data held by HSBC in relation to employment applications will be used in accordance with our privacy statement. Issued by The Hongkong and Shanghai Banking Corporation Limited . #J-18808-Ljbffr
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Wealth Management Operations Specialist
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Hong Kong Island, Hong Kong SAR China Delta Asia Wealth Management Limited Full timeA leading financial services provider in Hong Kong seeks a (Senior) Relationship Manager for Wealth Management. The role includes providing tailored wealth management solutions, managing client portfolios, and identifying growth opportunities. Candidates should possess a degree in a business-related field and have at least 2 years of experience in the...
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Assistant Wealth Manager
3 days ago
Hong Kong, Hong Kong SAR China HSBC Full timeSome careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. 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...
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Relationship Manager Assistant
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