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

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Responsibility","Learning ability","Communication","Client focus","Self-motivation"]

Serve customers in HSBC’s International Wealth and Premier Banking team by accurately identifying needs, completing transactions and services through the right channels, and ensuring a high-quality customer experience. Support branches with timely, compliant service by performing KYC and escalating operational, fraud, and other risks as needed. Identify sales opportunities, refer customers to qualified sales personnel, and help drive wealth management strategies and sales targets.

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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

Serve customers in HSBC’s International Wealth and Premier Banking team by accurately identifying needs, completing transactions and services through the right channels, and ensuring a high-quality customer experience. Support branches with timely, compliant service by performing KYC and escalating operational, fraud, and other risks as needed. Identify sales opportunities, refer customers to qualified sales personnel, and help drive wealth management strategies and sales targets.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Accurately identify customer needs and complete transactions/services in a timely, accurate, and professional manner through appropriate channels (including digital banking and call center).
  • •Assist branches in providing 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 related to services and transactions (e.g., fraud) and report/escalate issues in a timely manner.
  • •Identify sales opportunities based on customer needs and refer customers to qualified sales personnel to support sales targets and wealth management strategies.

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.
  • •Ability to organize and coordinate work with strong self-motivation.
  • •Able to communicate well in English and Chinese.
Education:Bachelor's
Skills:ResponsibilityLearning abilityCommunicationClient focusSelf-motivation
Languages:EnglishChinese
Tech Stack:Digital bankingCall centerKYC

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