Wealth and Personal Banking (WPB)(Location:Beijing,Shanghai,Guangzhou,Shenzhen)

In Wealth and Personal Banking, 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, Insurance, and Chief Operating Office.

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

In this role, you will:

积极主动地识别销售机会；把合适的银行产品和服务配置给客户；

协助银行完成销售目标和财富管理策略；

处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作；

客户经理繁忙时，接听卓越理财服务电话，负责跟进客户经理的语音信箱信息；

确保卓越理财客户的礼品换领机制顺利进行。

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