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Retail Banking and Wealth Management Divisional

Retail Banking and Wealth Management leverages HSBC′s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.   

Customer Development Representative (CDR) 

Main Responsibilities:

To achieve sale of personal banking products/services at pre-set targets;

To hand over customer relationship properly to their relationship managers after closing sales;

To provide excellent services to customers and ensure all enquiries and complaints are accurately and effectively resolved to customers′ satisfaction;

To participate actively in team building activities to share information/ideas while contributing suggestions for work improvement;

To timely prepare and submit daily/weekly reports on sales status.

Job Requirements:

University degree or above(recognized by the state);

Strong interpersonal skills and effective presentation skills;

Well-developed service and sales attitude with ability to work under pressure;

Presentable, outgoing and persuasive;

Good spoken and written English is preferable.  

Main Responsibilities:

Provide efficient counter service

Have strong sales sense and skills to cross-sell

Provide back office support

Report customer feedback and collect market intelligence

Protect the bank′s interest

Maintain HSBC internal control standards, implement and observe Group Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring  

Job Requirements:

Bachelor degree or above;

Good command of oral English;

Good interpersonal skills and strong sense of responsibility;

Strong communication skills and problem solving skills;

Commitment to service and sales and willingness to work under a flexible timetable;

Knowledge of PC and typing skill.  

Main Responsibilities:

Help PRO to take care of the customer portfolios.

Handle back office operations for PROs such as system inputting, faxing, data/report updating, issuing bank certificates, documents filing etc.

Serve visiting customers when the PRO is occupied and handle simple transactions for the customers.

Answer customer calls if PRO is not available.

Answer incoming enquiry calls.

Follow up referrals from other sources.

Job Requirements:

Bachelor degree or above.

Good command of English.

Working experience in service/sales industries preferred.

Self-motivated and teamwork.

Strong interpersonal and communication skills.

Please send your CV to hsbcbjghr@hsbc.com.cn