Sr Customer Development Rep, Guangzhou GZJ

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth.

Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

• Acquisition of NTB customers via central leads and self generated leads.

• Development of strong working relationships with relevant business areas (e.g., WPB and Marketing)

Customers / Stakeholders

• Creation of an excellent first impression in order that customers will want to strengthen and deepen their relationships with us.

• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership & Teamwork

• Support achievement of the HSBC vision, Values, goals and culture in personal behaviour, actions and decision making.

• Take personal responsibility for understanding and agreeing performance expectations, completing the necessary mandatory training and developing the levels of capability and competence needed to be effective in the role.

• Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment.

Operational Effectiveness & Control:

• Individuals are responsible for their own effectiveness, development and results. Specialist or Subject Matter Experts, where matrix management and understanding of Group strategy is expected. Their contribution is often as a technical/professional specialist in their field.

• Suggest ideas and contribute to implementing actions that will improve customer service, quality or the way teams and individuals work together.

• Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures.

• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.

• Apply policies, procedures, practices and standards to their allocated tasks, taking responsibility for their own actions, to ensure the achievement of high levels of quality, effective risk management and regulatory compliance.

To be successful in the role, you should meet the following requirements:

Knowledge & Experience 

•        Sound knowledge of various forms of deposits, mortgage, etc.

•        Knowledge of the constantly changing laws/regulations governing banks/finance industry, consumer trends, competitor offerings, economic and foreign currency markets

•        Strong presentation and sales skills

•        Objection handling techniques

•        Good interpersonal and communication skills

•        Customer service orientation

Accreditations 

•        Attain appropriate professional and regulatory qualifications as required by market

•        Attain any internal standards as required by HBCN