Universal Banker (Type 2) Shanghai SHT Sub-branch HSBC China

• Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients.

• Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity.

• Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.

• Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.

• Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.

• Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools.

• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.

• Maintains a basic understanding and technical knowledge of relevant products and services.

• Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfil their needs and ensure efficient follow up.

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

• Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements.

• Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling.

• Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls.

• Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times.

• Strong interpersonal and empathy skills with strong decision making and ability to deliver
• Minimum of two years working in financial services industry
• Previous experience in Retail/Premier sales preferred
• Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
• Undesrtanding of relationship management systems (RM Platform etc.)
• Solid knowledge of appropriate branch operational procedures
• Money Laundering Awareness Certificate held
• Knowledge of relevant regulatory governance in market
• Good knowledge of HSBC and personal banking
• Team player with collaborative skills
• Knowledge of local and Group compliance regulations
• Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills

• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required by HBCN

• Have 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
• Makes considered decisions that protect HSBC and our clients

HSBC