Branch VRM Suzhou SUS Sub-branch (Suzhou, JS, CN, 215011)

HSBC
Suzhou
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Portfolio management"]

Deliver on the WPB strategy by managing a portfolio of international premier clients and building high-quality customer relationships. Acquire new HSBC clients and upgrade existing ones by understanding financial needs, referring non-qualified business appropriately, and completing simple retail sales. Support the Branch Manager with business delivery, customer satisfaction, and quality control while maintaining operational integrity and ensuring solutions remain suitable to client needs.

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FursaFursa
HSBC
HSBC
2 days ago

Branch VRM Suzhou SUS Sub-branch (Suzhou, JS, CN, 215011)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Deliver on the WPB strategy by managing a portfolio of international premier clients and building high-quality customer relationships. Acquire new HSBC clients and upgrade existing ones by understanding financial needs, referring non-qualified business appropriately, and completing simple retail sales. Support the Branch Manager with business delivery, customer satisfaction, and quality control while maintaining operational integrity and ensuring solutions remain suitable to client needs.
Location: Suzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of International Clients by providing professional service and meeting customer needs.
  • •Acquire new HSBC clients and upgrade existing clients by becoming a trusted advisor.
  • •Review the client portfolio regularly to ensure solutions remain suitable and to embed client loyalty.
  • •Support the Branch Manager in delivering up-to-standard business requirements, customer satisfaction, and quality control.
  • •Ensure operational integrity by closely managing individual and team performance while complying with regulatory requirements.

Key Requirements

  • •A bachelor’s degree or equivalent experience.
  • •Minimum three years of proven, progressive financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients and strong wealth management communication and influencing skills.
  • •Sound knowledge of financial services products/services, client relationship management systems, and applicable local regulatory/licensing requirements.
Experience:3+ yearsFinancial services
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationPortfolio management
Languages:English
Tech Stack:Client relationship management system

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn