Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Bankingis our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers. Across Asia, where wealth pools are growing faster than in any other region. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking that best suit our customers’ needs.
We are currently seeking an experienced professional to join the INM WPB team.
Role Purpose
To source new EBS accounts from the existing corporate base and deliver on meeting NTB targets.Wealth - Engage with existing EBS customers and helping them identify their wealth needs ( eg digital wealth management account onboarding new investment )To cross-sell asset products of the bank, namely, Home Loans (via referral), Personal Loans Cards.To cross-sell Insurance products (Successful referral through simplified insurance journey)To engage with existing credit card customers and work towards spend activation of the same.Engage with existing EBS customers to increase penetration across various digital platforms (eg Mobile X PIB)Generate open market business (Credit Cards, Personal Loans etc) through marketing events / promotions lead based calling.Maintain call reports, MIS other tracking tools (eg LMS, RMS SFE etc) as required.To respond to customer complaints in a timely manner and to customer satisfactionEnsure all sourcing meets quality benchmarks as per the performance thresholds shared (salary thresholds, input defects, customer experience sourcing caps etc)Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial marketsTo ensure the KYC/AML norms of the bank are complied with at all times.Customers / Stakeholders
Develop individual competenceDevelop a collaborative environment with all members of sales teamRole model of HSBC Group Values, led by demonstrating and driving value based culture across spheres of WPB Business.Process and Controls
Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks.Demonstrate leadership on Regulatory Compliance matters. Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting in accordance with Group Operations FIM.Observation of Internal Controls