Universal Banker, Shanghai Xuhui ITC Tower Sub-branch (Shanghai, SH, CN, 200030)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Organizational coordination","Self-motivation"]

Support customers within International Wealth and Premier Banking by accurately identifying needs and completing transactions and services through the appropriate channels. Assist branch teams with efficient, high-quality customer service and a strong customer experience. Perform KYC and help manage compliance and operational risk while staying alert to fraud and other issues. Spot customer opportunities and refer prospects to qualified sales personnel to support wealth management strategies and sales targets.

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FursaFursa
HSBC
HSBC
6 hours ago

Universal Banker, Shanghai Xuhui ITC Tower Sub-branch (Shanghai, SH, CN, 200030)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Support customers within International Wealth and Premier Banking by accurately identifying needs and completing transactions and services through the appropriate channels. Assist branch teams with efficient, high-quality customer service and a strong customer experience. Perform KYC and help manage compliance and operational risk while staying alert to fraud and other issues. Spot customer opportunities and refer prospects to qualified sales personnel to support wealth management strategies and sales targets.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Identify customer needs and complete transactions/services accurately, timely, and professionally through appropriate channels.
  • •Assist branches in delivering efficient, high-quality customer service and a satisfying customer experience.
  • •Perform KYC and comply with relevant laws and regulations to reduce operational risk.
  • •Be vigilant about risks in services and transactions (e.g., fraud) and report/escalate issues when needed.
  • •Identify sales opportunities based on customer needs and refer customers to sales personnel for further discussion and portfolio/product review.

Key Requirements

  • •Bachelor’s degree or above (recognized by the state).
  • •Strong sense of responsibility and excellent learning ability.
  • •Strong communication, client focus, and influencing skills.
  • •Good organizational and coordination skills, with strong self-motivation.
  • •Able to communicate well in English and Chinese.
Education:Bachelor's
Skills:CommunicationClient focusInfluencingOrganizational coordinationSelf-motivation
Languages:EnglishChinese

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