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.

1.Engage and Discover Customer Needs on Branch Entry
2.Acquire New to Bank customer
3.Deepen Relationships with Customers
4.Deliver Service Excellence
5.Promote digital/CCSS solution to release teller/PRS's service burden
6.Support the Branch
7.Complete simple retail sales
8.Protect the Bank - through vigilance against fraud, Knowing your customer, adhereing to regulations/policies and minimising operational risk