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更新于 1月6日

Premier Relationship Manager 卓越理財(cái)客戶經(jīng)理 ID165462

面議
  • 上海浦東新區(qū)
  • 3-5年
  • 本科
  • 全職
  • 招1人

雇員點(diǎn)評(píng)標(biāo)簽

  • 工作環(huán)境好
  • 同事很nice
  • 人際關(guān)系好
  • 氛圍活躍
  • 團(tuán)隊(duì)執(zhí)行強(qiáng)
  • 福利好
  • 準(zhǔn)時(shí)發(fā)工資
  • 交通便利

職位描述

金融
Job ID: 0000JQVT Description Wealth and Personal Banking (WPB) In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking an experienced professional to join our team. In this role, you will: Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance 擴(kuò)大卓越理財(cái)客戶群,并與卓越理財(cái)客戶建立長期關(guān)系 根據(jù)客戶的財(cái)務(wù)需求提供合適的金融及投資產(chǎn)品服務(wù),管理客戶的財(cái)富 向潛在客戶推廣卓越理財(cái)服務(wù),發(fā)掘他們的需求并且在適當(dāng)?shù)那闆r下推薦客戶至其他業(yè)務(wù)部門 配合執(zhí)行分行改進(jìn)措施,反映客戶的意見,并確保符合分行的運(yùn)作要求和品質(zhì)保證 Qualifications To be successful in the role, you should meet the following requirements: University level education, preferably in finance, business or a related discipline Experience in client facing environment, with excellent relationship building capability Strong sales and customer orientation, with good communication and interpersonal skills High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Good understanding and strong interest of the financial markets Mature and independent mindset, able to work effectively under pressure Strong commercial orientation with acute interpersonal skills Fluency in Mandarin and English 本科及以上學(xué)歷,金融、商科或相關(guān)學(xué)科更佳 具有前線客戶服務(wù)經(jīng)驗(yàn),善于建立客戶關(guān)系 具有優(yōu)秀銷售及客戶服務(wù)技巧,善于溝通及人際交流 以客戶為本,致力為客戶提供優(yōu)質(zhì)服務(wù) 了解并對(duì)金融市場(chǎng)有濃厚興趣 成熟獨(dú)立,能在壓力下有良好表現(xiàn) 具有出色商業(yè)思維及敏銳人際技巧 普通話及英語流利 我們的福利 匯豐為員工提供全面、貼心的關(guān)懷與福利,自入職第一天起,員工就可以在多樣化和人性化的工作場(chǎng)所做出積極選擇,滿足自己多層次的需求。 - 假期福利 除法定休假外,有年假、帶薪病假、志愿者假、婦女節(jié)、休假等。您入職后即可享有10~25天的豐厚年假,讓您在工作之余有充分的時(shí)間放松身心。在您生日當(dāng)月,更有一天生日假,您可以和家人、朋友等一起慶祝這溫馨的時(shí)刻。 - 全面的福利保險(xiǎn)計(jì)劃 包括定期壽險(xiǎn)、意外傷亡險(xiǎn)、重疾險(xiǎn)、補(bǔ)充商業(yè)醫(yī)療保險(xiǎn)等,覆蓋全方位生活場(chǎng)景,為您的保障添磚加瓦。 - 員工體檢 每年為您提供一次關(guān)愛體檢,有多種套餐,全面評(píng)估您的身體狀況和生活方式,幫助您實(shí)現(xiàn)健康生活、快樂工作。 - 彈性福利 當(dāng)您考慮為家庭提供更多保障時(shí),MyChoice員工彈性福利平臺(tái)可以滿足您不同人生階段的各種需求。每年您都享有彈性福利積分,可以調(diào)整您的福利保險(xiǎn),買賣年假,為家人購買體檢套餐等,DIY一份專屬于您的福利計(jì)劃。 - 心理健康咨詢 您和您的直系親屬均可免費(fèi)獲得專業(yè)的心理健康咨詢,包含個(gè)人成長、緩解職場(chǎng)壓力、解決情感困惑等,助您一路“升級(jí)打怪”,穩(wěn)步前進(jìn)。 - 企業(yè)年金 匯豐企業(yè)年金這一補(bǔ)充養(yǎng)老金計(jì)劃為您更添一份保障。建立企業(yè)賬戶和個(gè)人賬戶,由匯豐和您按照一定比例每月繳存。更有專業(yè)的金融機(jī)構(gòu)共同運(yùn)營,確保年金資金的安全獨(dú)立、靈活投資,您可在退休時(shí)領(lǐng)取,提升您退休后的生活品質(zhì)。 - 彈性工作 為了讓大家發(fā)揮最佳表現(xiàn),您有各種彈性工作的靈活選擇。 - PSQP專業(yè)進(jìn)修計(jì)劃 專業(yè)進(jìn)修計(jì)劃通過為員工報(bào)銷學(xué)費(fèi)的方式鼓勵(lì)員工追求職業(yè)發(fā)展。員工可就經(jīng)PSQP批核的進(jìn)修計(jì)劃和經(jīng)批核學(xué)位列表中涵蓋的專業(yè)進(jìn)修享受學(xué)費(fèi)報(bào) You’ll achieve more when you join HSBC. www.hsbc.com.cn/careers HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /SY Issued by HSBC Bank (China) Company Limited 5k2024RMCN 5k2025RMCN

工作地點(diǎn)

浦東新區(qū)匯豐銀行(上海分行)

職位發(fā)布者

李莉/HR

昨日活躍
立即溝通
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匯豐是在華投資最多的國際金融機(jī)構(gòu)之一,覆蓋銀行、保險(xiǎn)、基金、證券以及金融科技等領(lǐng)域。作為匯豐集團(tuán)在內(nèi)地的旗艦機(jī)構(gòu),匯豐銀行(中國)有限公司在內(nèi)地約50個(gè)城市設(shè)有服務(wù)網(wǎng)點(diǎn),是內(nèi)地網(wǎng)點(diǎn)最多、地域覆蓋最廣的外資銀行。憑借對(duì)內(nèi)地市場(chǎng)的深入了解和國際金融服務(wù)專業(yè)經(jīng)驗(yàn),匯豐中國通過國際財(cái)富管理及卓越理財(cái)業(yè)務(wù)以及企業(yè)及機(jī)構(gòu)銀行業(yè)務(wù),為個(gè)人與企業(yè)客戶提供國際化的金融服務(wù)。
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