Highly Competitive Wealth Management Professional

4 weeks ago


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

At HSBC, our mission is to open up a world of opportunity for individuals and businesses. Our international network and breadth of expertise enable us to support clients across the globe, providing them with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.

We have four key business areas: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy, and COO & Digital Transformation. Our teams work together to bring the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities.

Job Description

As an Assistant Manager, Wealth in our Contact Centre and Remote Channel team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

You will be responsible for handling inbound calls from Premier Customers, providing quality services and resolving customer queries. You will also listen to customers, understand their needs, and recommend appropriate financial services and solutions.

In addition, you will assist Senior Team Managers in leading and mentoring agents to enhance their capabilities and professionalism. You will handle disputes and customer complaints or suspected fraud cases as required.

Delivering upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements, is also a key aspect of this role. You will comply with procedures, policies, and regulatory requirements to safeguard customers' and the bank's interests.

Requirements

To succeed in this role, you will need to possess:

  • Proficient written and spoken English and Chinese skills, with Mandarin being an advantage.
  • 3+ years of relevant customer service experience in a banking and financial institution environment or contact center.
  • Licenses held in HKSI 1, 7, 8 and IIQE 1, 2, 3, with compliance with related Continuing Professional Development (CPD) requirements.
  • A strong customer service mindset and high dedication to service excellence, along with excellent communication and problem-solving skills.
  • Sound knowledge of Retail Banking and Wealth Management financial products.
Benefits

We offer a competitive salary package with quarterly bonus, overnight shift allowance/transportation allowance, and 24 days paid annual leave plus additional leave such as marriage, birthday, and maternity/paternity leave.

Our employee benefits also include medical and dental coverage for you, your spouse, and children, staff housing loan up to 100% of the valuation or purchase price, and employee banking services including loans, credit facilities, and credit cards.

Progressive career development opportunities are available for those who join our team.

Compensation

The estimated annual salary for this role is $HK$700,000 - HK$1,000,000, depending on qualifications and experience.



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