Branch VRM Shanghai branch

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Data Science & Machine LearningExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Customer engagement","Sales","Communication","Compliance"]

Manage and grow a portfolio of approximately 1,500 wealth/“卓越理财客盘” customers by delivering exceptional client service and proactively addressing account service issues. Drive customer engagement and activation, support portfolio growth using sophisticated WEM capabilities, and achieve growth targets such as counts of qualified customers and new funds. Identify client wealth needs, help implement wealth plans, and maintain compliance with IWPB strategy and global/group standards.

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FursaFursa
HSBC
HSBC
1 day ago

Branch VRM Shanghai branch

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Last checked: 6 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of approximately 1,500 wealth/“卓越理财客盘” customers by delivering exceptional client service and proactively addressing account service issues. Drive customer engagement and activation, support portfolio growth using sophisticated WEM capabilities, and achieve growth targets such as counts of qualified customers and new funds. Identify client wealth needs, help implement wealth plans, and maintain compliance with IWPB strategy and global/group standards.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Data Science & Machine Learning
Seniority: Mid level

Key Responsibilities

  • •Manage about 1,500 wealth customers and provide exceptional client service, proactively resolving account service issues.
  • •Proactively engage customers to activate non-active portfolios.
  • •Operate and maintain the portfolio size using preferential deposit rates, credit cards, and other daily financial tools, and meet growth KPIs.
  • •Identify clients’ wealth needs and collaborate to implement wealth management solutions.
  • •Ensure compliance with group/global standards and support execution of the IWPB strategy in the country.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of proven and progressive financial services and/or retail sales experience or equivalent.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Strong technical skills in wealth management and ability to meet market professional and regulatory qualification requirements.
Experience:3+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestment products
Education:Bachelor's
Skills:Relationship managementCustomer engagementSalesCommunicationCompliance
Languages:English

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