Senior Customer Development Representative, Shanghai West Nanjing Road Sub-branch

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: bachelorsSkills: ["Presentation","Sales skills","Objection handling","Work under pressure","Interpersonal and communication skills","Customer service orientation"]

Drive Premier acquisition by identifying and converting new-to-bank customers through central or self-generated leads. Support high-value personal clients with simple retail sales and strong customer service, while building relationships across relevant business areas such as WPB and Marketing. Apply sound knowledge of deposits, WEM products, and mortgages, stay current with banking/finance regulations and market trends, and deliver effective presentations, objection handling, and performance under pressure.

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FursaFursa
HSBC
HSBC
3 days ago

Senior Customer Development Representative, Shanghai West Nanjing Road Sub-branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Drive Premier acquisition by identifying and converting new-to-bank customers through central or self-generated leads. Support high-value personal clients with simple retail sales and strong customer service, while building relationships across relevant business areas such as WPB and Marketing. Apply sound knowledge of deposits, WEM products, and mortgages, stay current with banking/finance regulations and market trends, and deliver effective presentations, objection handling, and performance under pressure.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Implement Premier Acquisition strategies for customer growth
  • •Acquire new-to-bank customers via central or self-generated leads
  • •Complete simple retail sales to deliver high-quality service to highest value personal clients
  • •Develop strong working relationships with relevant business areas (e.g., WPB, Marketing)
  • •Provide high-standard customer service to improve customer satisfaction

Key Requirements

  • •Bachelor's degree or equivalent experience
  • •Minimum one year of proven and progressive financial services and/or retail sales experience
  • •Sound knowledge of deposits, WEM products, and mortgage products
  • •Knowledge of laws/regulations affecting banks/finance, consumer trends, competitor offerings, and economic/foreign currency market trends
  • •Strong presentation and sales skills, including objection handling and ability to work under pressure
Experience:1+ yearsFinancial servicesRetail sales
Education:Bachelor's
Skills:PresentationSales skillsObjection handlingWork under pressureInterpersonal and communication skillsCustomer service orientation
Languages:Chinese

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