Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
- 1.数据处理与分析 2.为团队的项目和活动提供运营支持 3.经理分配的其他任务
In-branch:
- Engage and discover customer needs on branch entry
- Promote digital/CCSS solution to release teller/PRA/UB’s service burden
- Make referral on bank products based on customer needs
- Protect the Bank - through vigilance against fraud, Knowing your customer, adhering to regulations/policies and minimising operational risk
Outreach:
- Support Acquisition on-site activities on logistics, customer engagement and leads obtain
- Create an excellent first impression in order that customers will want to strengthen and deepen their relationships with us
www.hsbc.com.cn/careers