Financial Services Consultant

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

Explore a rewarding career in Wealth Management and Personal Banking

HSBC's Wealth and Personal Banking division combines Retail Banking with Wealth Management and Global Private Banking. Our vibrant team provides a variety of solutions and services tailored to meet the diverse needs of our clientele, including personal banking customers, business owners, and investors.

The Wealth and Personal Banking (WPB) sector plays a crucial role in fulfilling HSBC's mission of opening up a world of opportunity. We offer our clients seamless banking experiences and exceptional wealth management services through advanced, mobile-first solutions and a dedicated team of professionals. Our extensive international network and deep expertise empower us to assist individuals, families, entrepreneurs, and investors effectively. WPB comprises four main business areas that ensure we deliver the best of HSBC to our clients through a comprehensive suite of wealth and retail banking services: Asset Management, Global Private Banking & Wealth, HSBC Life, and Retail Banking & Strategy.

We are looking for a high-caliber professional to fill the role of Universal Banker - Wealth and Personal Banking 銀行業務主任 - 財富管理及個人銀行業務.

Key Responsibilities

Engage with customers to provide insightful responses and proactive solutions to inquiries, recommending appropriate financial products and banking services to fulfill their requirements. Deliver exceptional customer service that sets industry standards. Identify potential banking needs of customers proactively and refer them to the relevant branch staff for comprehensive banking solutions. Support the line manager in fostering an efficient, customer-centric sales and service environment within the branch. Opportunities available across various branches in the region.

職位要求

Secondary school graduate with a pass in 5 subjects for HKCEE or HKDSE including Math and Chinese or English, equivalent or above. Experience in the banking or financial services sector is preferred. Possession of an insurance license is advantageous. Strong interpersonal and communication skills are essential. A driven individual with a desire to excel in a dynamic work environment. Proficiency in Cantonese and English; knowledge of Putonghua is a plus. Recent graduates with part-time experience in banking or customer service are encouraged to apply. Must hold relevant insurance and investment licenses and comply with Continuing Professional Development (CPD) requirements.

Employee Benefits

Competitive salary package with stable working hours and a 5-day work week. 18 days or more of paid annual leave, plus additional leave such as marriage, birthday, and maternity/paternity leave. Comprehensive medical and dental coverage for employees and their families. Staff housing loan options available up to 100% of the property valuation or purchase price. Access to employee banking services, including loans, credit facilities, and credit cards. Opportunities for progressive career advancement.

員工福利

Attractive compensation and fixed working hours with a five-day work week. 18 days or more of paid annual leave, along with additional paid leave for special occasions. Employer contributions to retirement funds up to 13% of the basic monthly salary. Health and life insurance coverage for employees, spouses, and children. Employee mortgage loans available up to 100% of property valuation or purchase price. Various employee discounts on banking services and products, including loans and credit cards. Excellent promotion prospects.

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