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Wealth Management Banking Specialist
2 months ago
Elevate your career in the wealth management sector
Wealth and Personal Banking is a global entity that merges Retail Banking with Wealth Management and Global Private Banking. Our vibrant team provides a comprehensive array of solutions and services tailored to meet the diverse needs of our clientele. As a Universal Banker, you will engage with a wide spectrum of customers, from individual banking clients, including high-net-worth individuals, to business proprietors and investors.
Wealth and Personal Banking (WPB) is dedicated to fulfilling HSBC's mission of unlocking opportunities for our clients by offering seamless banking and premier wealth management through innovative, mobile-first solutions and exceptional service. Our extensive international network and diverse expertise empower us to assist individuals, families, business owners, investors, and entrepreneurs. WPB comprises four essential business segments that efficiently deliver HSBC's best offerings to 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 currently looking for a highly skilled 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
Collaborate with clients to provide insightful responses and proactive solutions to inquiries, recommending appropriate financial products and banking services tailored to their requirements. Deliver top-tier customer service that sets industry standards. Proactively assess potential banking needs of clients and refer them to suitable branch personnel for tailored banking solutions. Support the line manager in fostering an efficient, customer-centric sales and service atmosphere within the branch. Multiple branch locations available across various regions.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. Highly motivated with a strong desire to excel in a dynamic environment. Proficiency in Cantonese, English, and ideally Putonghua. 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, 5-day work week. 18 days or more of paid annual leave along with additional leave options such as marriage, birthday, and maternity/paternity leave. Comprehensive medical and dental coverage for you and your family. Employee housing loan options available up to 100% of the property valuation or purchase price. Exclusive banking services for employees, including loans, credit facilities, and credit cards. Opportunities for progressive career advancement.員工褔利
Attractive compensation and fixed working hours, 5-day work week. 18 days or more of paid annual leave plus additional paid leave options. Employer contributions to retirement funds can reach up to 13% of the basic monthly salary. Medical and life insurance coverage for you, your spouse, and children. Employee mortgage loans available up to 100% of property valuation or sale price. Various employee discounts on banking services and products, including loans and credit cards. Ideal opportunities for career progression.