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Retail Banking and Wealth Management
As one of the world's leading global banks, our Retail Banking and Wealth Management division strives to move in a direction that develops and leads. We offer a broad range of exclusive retail and premier banking services, including multicurrency savings and current accounts, mortgages, credit cards, and loans to cater to our customers' individual banking needs. We also provide comprehensive insurance policies to ensure financial security for them and their loved ones, along with a wide range of investment products designed to offer them the best opportunities to achieve profitable margins. Retail Banking and Wealth Management offers the perfect balance of scope and quality for personal banking in Macau.
In light of this, we have a number of dynamic opportunities to develop talented and ambitious individuals who share our dedication to providing first-rate personal banking services:
Premier Relationship Manager
In this role, you will:
- Contribute to the Premier Centre's service and sales goals and bottom line through meeting customer retention and growth targets, and by expanding and deepening your customer portfolio
- Proactively manage the time schedule for initiating customer contacts to cement relationships with target customers
- Assist in promoting the full financial services of the branch network by being a professional representative of the Bank encouraging business intake of investment and insurance products
- Play a role in the successful implementation of the Bank's service and sales strategies by championing and implementing agreed service and sales programmes and processes to a high standard
- Provide the highest standard of efficient and customer-friendly professional service to enhance the service image of the Bank
To be successful in this role, you should meet the following requirements:
- Sales and service experience within the banking industry
- Energetic and self-motivated approach
- Good level of Putonghua proficiency an advantage
Counter Service Assistant
In this role, you will:
- Deliver a high standard of service to customers and to meet their needs with courtesy
- Count cash received and check for forgeries
- Count cash/coins paid in/out
- Cross-sell bank products whenever opportunities arise
- Establish and develop an on-going relationship with walk-in customers by greeting them and handling their enquiries and requests
To be successful in this role, you should meet the following requirements:
- Banking industry experience would be preferable
- Customer-service focused mindset
- Good command of written and verbal English
Junior / Financial Planning Manager
In this role, you will:
- Achieve Financial Planning Team sales targets to increase fund and non-fund income (with an emphasis on insurance and investment products) for the Bank
- Capture business opportunities out of existing customer base, as well as non-HSBC customers from the market and identifying potential customers from the referrals by branches and other departments
- Participate in RBWM's sales promotions and presentations to potential groups of customers
- Conduct cross-selling to increase the bank's profitability and making quality referrals to other business unit within the bank
To be successful in this role, you should meet the following requirements:
- University degree is preferred
- Possess strong selling skills, with a motivation to succeed in sales
- Be independent, self confident, presentable and sociable
- Be able to work under pressure and cope with challenging task, and foster team work
- Have product knowledge on banking services, branch operations, investment and insurance is an added advantage
- Preferably have good command of Cantonese, English and Mandarin
Phone Banking Officer
In this role, you will:
- Provide a comprehensive and high quality service for all general banking needs, seeking to acquire, retain and develop profitable relationships through phone channel
- Handle enquiries, perform transactions and resolve customer problems and complaints with care and efficiency
- Identify sales opportunities and proactively cross-sell related service to potential customers or refer them to appropriate parties accordingly
- Make outbound calls to follow up marketing campaign to capture selling opportunity
- Handle inbound enquiries to identify customer needs and recommend appropriate products or services
To be successful in this role, you should meet the following requirements:
- Have excellent verbal command of English and Cantonese, with Putonghua a definite advantage
- Demonstrate effective communication and problem solving skills
- Be independent, self confident, presentable and sociable
- Have good tele-media selling and service skills
- Possess investment and/or insurance licenses would be a definite advantage
Application Details
To apply for a position in Retail Banking and Wealth Management, please send your full resume, contact details and expected salary to hr@hsbc.com.mo.
