Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel (Kowloon City, Kowloon, HK)

HSBC
Hong Kong
Full timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Customer service","Multitasking","Written communication","Digital literacy"]

Join HSBC as a Senior Wealth and Personal Banking Executive handling top-tier customer inquiries via inbound calls and digital channels, delivering tailored financial recommendations and high-quality written communications. You’ll operate within RBW Hong Kong, benefit from extensive training, and have opportunities for career progression while supporting clients across Cantonese, English and Mandarin channels.

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HSBC
HSBC
6 months ago

Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel (Kowloon City, Kowloon, HK)

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Job Summary

Join HSBC as a Senior Wealth and Personal Banking Executive handling top-tier customer inquiries via inbound calls and digital channels, delivering tailored financial recommendations and high-quality written communications. You’ll operate within RBW Hong Kong, benefit from extensive training, and have opportunities for career progression while supporting clients across Cantonese, English and Mandarin channels.
Location: Hong Kong
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Sr. Manager level

Key Responsibilities

  • •Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction.
  • •Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions.
  • •Achieve individual performance expectation, develop your career with a clear progression path.
  • •Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies.

Key Requirements

  • •Higher Diploma or above.
  • •Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English.
  • •Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers.
  • •Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese.
  • •Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications.
Experience:BankingWealth managementHong kong
Education:Bachelor's
Skills:CommunicationCustomer serviceMultitaskingWritten communicationDigital literacy
Certifications:HKSI 1HKSI 7HKSI 8IIQE 1IIQE 2IIQE 3
Languages:CantoneseEnglishMandarin

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