Wealth & Personal Banking
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:

Principal Responsibilities

• Proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions
• To hand over customer relationship properly to their relationship managers after closing sales
• To provide excellent services to customers and ensure all enquiries and complaints are accurately and effectively resolved to customers' satisfaction
• To participate actively in team building activities to share information/ideas while contributing suggestions for work improvement
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

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