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 look after their day-to-day finances and manage, protect and grow their wealth.
Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives
We are currently seeking an experienced professional to join our team.
In this role, you will:
完成精确和有效的柜台业务并向客户提供高标准的专业服务;
通过提供一站式的柜台服务建立并与客户保持良好的关系;
独立介绍并推广产品给有需求的客户;
报告客户反馈和收集市场信息以寻求持续的客户关系;
熟悉本地规章、规则和内部指引,对任何可疑的洗钱活动保持警惕并上报给监管机构;
紧密联系其他业务条线、企业内部相关部门和同事。