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汇丰银行上海办公室(汇丰银行责任有限公司上海分行)

2023-06-18 02:46:47 币百科 阅读 0

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汇丰是全球最大的银行及金融服务机构之一。我们通过四大环球业务:零售银行及财富管理、工商金融、环球银行及资本市场以及环球私人银行,为约3,800万名客户提供服务。我们的业务网络遍及欧洲、亚洲、中东及非洲、北美和拉美,覆盖全球67个国家和地区。

汇丰银行(中国)有限公司于2007年4月2日正式开业,是一家本地注册的外资法人银行,由香港上海汇丰银行有限公司全资拥有。香港上海汇丰银行有限公司于1865年在香港和上海成立,是汇丰集团的创始成员。

在内地,汇丰是投资最多的外资银行之一,在投资自身发展的同时,也入股内地中资金融机构,包括交通银行。汇丰中国目前拥有员工7800多人,其中约99%是本地人才。汇丰中国已在内地57个城市设立了超过177个服务网点,是内地网点最多、地域覆盖最广的外资银行。

凭借对中国内地市场的深入了解和国际金融服务专业经验,汇丰在内地为客户提供广泛的金融和银行服务,包括零售银行及财富管理业务、工商金融业务、环球银行及资本市场业务、以及私人银行业务。

招聘部门:财富管理及个人银行业务部

岗位1.:Premier Relationship Assistant 客户经理助理

工作地点:上海 /北京/ 广州 /深圳

岗位职责:1.积极主动地识别销售机会;把合适的银行产品和服务配置给客户;2.协助银行完成销售目标和财富管理策略;3.处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作;4.客户经理繁忙时,接听卓越理财服务电话,负责跟进客户经理的语音信箱信息;5.确保卓越理财客户的礼品换领机制顺利进行。

岗位要求:1.本科或以上学历;2.有强烈的工作责任感和优秀的学习能力;3.良好的沟通和客户服务能力;4.良好的英文听说读写能力;5.有一定的组织协调能力和强烈的自我激励。

岗位2.:

Customer Development Representative 市场拓展代表

工作地点:上海 /北京/ 广州 /深圳

岗位职责:1.主要负责高端和中端客户的开发,向潜在客户介绍汇丰的服务,发掘关于银行服务的需求并发展为汇丰客户2.负责销售渠道的开发以及维护3.负责前期客户关系的维护4.需要主动与合作渠道去接洽、持续跟踪活动得到的名单和转换直至成功开户并完成银行设定的工作目标5.作为市场开拓人员还需要确保有高标准的专业知识能较好的与潜在客户进行沟通

岗位要求:1. 本科或以上学历(国家认可);

2. 优秀的人际交往和有效的沟通技巧;

3. 能够在高压下工作,良好的服务和销售态度;

4. 得体, 外向和具有说服力的;

5. 有良好的英语口语和书写能力者优先考虑。

岗位 3.:Teller 柜员

工作地点:上海 /北京/ 广州 /深圳

岗位职责:

1.完成精确和有效的柜台业务并向客户提供高标准的专业服务;

2.通过提供一站式的柜台服务建立并与客户保持良好的关系;

3.独立介绍并推广产品给有需求的客户;

4.报告客户反馈和收集市场信息以寻求持续的客户关系;

5.熟悉本地规章、规则和内部指引,对任何可疑的洗钱活动保持警惕并上报给监管机构;

6.紧密联系其他业务条线、企业内部相关部门和同事。

岗位要求:

1.本科或以上学历(国家认可);

2.有强烈的工作责任感和优秀的学习能力;

3.良好的沟通和客户服务能力;

4.良好的英文听说读写能力;

5.细心、耐心,有亲和力。

岗位 4.:

FutureTrusted Advisor 未来金融营养师

1.The key objective of "Future Trusted Advisor" (FTA) is to provide high caliber with a structured fast track program to enhance their careers by preparing them to be Premier Relationship Officer(PRO) in support of HSBC RBWM’s business growth strategy in China. FTA shall develop fundamental knowledge and cultivate sound skills in order to effectively perform the role of PRO RBWM.

2.The program consists of several structured activities over a 12-month period that includes comprehensive training, mentoring and job rotation

3.Throughout the 12-month training programme, the FTA will support his/her line manager and contribute to the realization of the team’s goals.

4.Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

岗位要求:

1.Newly graduate from the university or have less than 1 year working experience

2.Open-minded and willing to embrace sales challenges

3.Highly driven and self-motivated

4.Good interpersonal and communication skills

岗位5:

Insurance Product Expert 保险产品专家

工作地点:上海/ 深圳/ 成都

岗位职责:

1.Strengthen HSBC's image as a leading wealth provider by providing clients with access to advanced technical product expertise;

2.Support PRMs to gain more clients' confidence and trust in HSBC capabilities and increase the effectiveness and quality of needs fulfilled for target clients in need;

3.Assist PRMs in deepening and growing client relationships through identifying and uncovering client's needs, identifying relevant wealth solution and technical analysis, and assisting PRMs in presenting and explaining solution(s) to client in according to EDRAS.

4.Conduct portfolio reviews with PRMs, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities and manage risks,

5.Join PRMs in meeting clients and provide advice, input based on technical knowledge while acting as a second point of contact to PRMs for specific products and solutions;

6.Join PRMs in meeting clients and receive referrals from PRMs to help fulfill client's needs by certain complex WEM product. In such cases, PRMs must be limited by their own sales accreditation on certain complex WEM product, while a licensed Senior Product Expert is acting as a back up to help fulfill client's needs but do not directly advise or sell to clients.

7.Improve PRMs product specific technical knowledge by effective on-job coaching and training.

岗位要求:

1.Knowledge and experience•Minimum of five years of working experience as a product specialist or financial advisor•Strong client skills with the ability to deliver a strong client experience and provide needs-based solutions•Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, socia-economic dynamics, and regulatory requirement relevant to the products•Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities•Demonstrated ability and experience to correctly identify client needs•Solid skills to manage consultative sales process•A solid understanding of global anti money laundering standards•Team player with collaborative skills•Knowledge of local and Group compliance regulations•Specialization in one or more product categories e.g. Structured Products/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgage etc.

2.Accreditations•Attain appropriate professional and regulatory qualifications as required by market•Attain any internal standards as required by country

3. Leadership capabilities•Have or attain an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly•Ambitious about providing the highest standards of delivery to colleagues and clients•Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity•Authentic and shows ability to engage with colleagues and clients to deliver at pace•Make considered decisions that protect HSBC and our clients

4. Global Wealth Management capabilities•Ability to transfer skills and knowledge by demonstration, coaching and observation•Disciplined professional who is able to set and follow organized client portfolio process's by relationship manager ina proactive manner•Able to work independently to construct technical product analysis to support PRMs and aid PRM experience and client decisions•Technical coaching skills in area of expertise•Experienced group presenter•Proven ability in customizing presentations to meet individual client needs•A mature individual able to instill confidence with colleagues and clients alike

来源:汇丰中国

编辑:吴立昊

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