
Personal Wealth Manager - International Wealth and Premier Banking
- Internship, onsite
- HSBC
- Singapore, Singapore
Salary undisclosed
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- Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectations
- Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicable
- Adopt a needs-based approach to provide recommended solutions for retail banking and general insurance products to meet customer's financial needs
- Provide financial planning and advisory services aligning to clients’ needs and investment profile
- Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
- Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
- Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBC
- Be a digital banking champion through promoting and educating our customers in using self-service channels such as Internet Banking, Phone Banking and Automated Teller Machines
- Respond to customers’ queries on home loan and other international banking needs and refer them to the right channels as appropriate
- Ensure data entry and operational transactions are executed expeditiously, with minimal errors and in compliance with audit and statutory guidelines
- Ensure that KYC/AML and other compliance norms are strictly adhere to
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
- Attend to the operational needs of the branch and business where required by line managers or Branch Director
- Take ownership for the customer’s purpose of visit to HSBC and deliver an effective solution
- Maintain highest standard of excellence in client service in line with Branch Service Protocol expectations
- Meet SLAs for all processes where applicable
- Improve customer experience by collating customer feedback, identifying deficiencies in any area eg. Operational, administrative, processes and competitiveness of products and services vis-à-vis the market
- Improve customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback
- Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback
- Ensure that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines.
- Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
- Diploma/Degree qualification with relevant customer service experience
- New graduate and/or with proven sales experience is a plus
- Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
- Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment
- Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectations
- Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicable
- Adopt a needs-based approach to provide recommended solutions for retail banking and general insurance products to meet customer's financial needs
- Provide financial planning and advisory services aligning to clients’ needs and investment profile
- Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
- Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
- Understand and exercise Know Your Customer and Customer Due Diligence procedures when onboarding customers to ensure they are suitable clientele for HSBC
- Be a digital banking champion through promoting and educating our customers in using self-service channels such as Internet Banking, Phone Banking and Automated Teller Machines
- Respond to customers’ queries on home loan and other international banking needs and refer them to the right channels as appropriate
- Ensure data entry and operational transactions are executed expeditiously, with minimal errors and in compliance with audit and statutory guidelines
- Ensure that KYC/AML and other compliance norms are strictly adhere to
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
- Attend to the operational needs of the branch and business where required by line managers or Branch Director
- Take ownership for the customer’s purpose of visit to HSBC and deliver an effective solution
- Maintain highest standard of excellence in client service in line with Branch Service Protocol expectations
- Meet SLAs for all processes where applicable
- Improve customer experience by collating customer feedback, identifying deficiencies in any area eg. Operational, administrative, processes and competitiveness of products and services vis-à-vis the market
- Improve customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback
- Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback
- Ensure that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines.
- Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
- Diploma/Degree qualification with relevant customer service experience
- New graduate and/or with proven sales experience is a plus
- Excellent interpersonal and communication skills, coupled with adaptability and willingness to learn
- Highly driven to excel in both customer service and sales, thriving in a focused and fast paced environment