Universal Banker, HSBC

Universal Banker

HSBC

Location:
China, Shanghai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives.

Job Responsibility:

Accurately identify customer needs and assist customers in completing transactions/services in a timely, accurate and professional manner through appropriate channels (including but not limited to: digital banking, call center, etc.)
assist branches in providing efficient, high-quality customer service and a satisfying customer experience
perform KYC (know your customer) and comply with relevant laws and regulations to reduce operational risks
be vigilant about potential risks associated with services and transactions (e.g. fraud, etc.), report and/or escalate risks and issues in a timely manner, if needed
based on customers’ needs, identify sales opportunities and refer customers to sales personnel with the relevant qualifications for further discussion, portfolio/product review and service
assist the bank in achieving its sales targets and wealth management strategies

Requirements:

Bachelor's degree or above (recognized by the state)
has strong sense of responsibility for work and excellent learning ability
strong communication, client focus and influencing skills
has organizational and coordination skill as well as strong self-motivation skill
able to communicate well both in English and Chinese

What we offer:

Continuous professional development
flexible working
opportunities to grow
inclusive and diverse environment

Additional Information:

Job Posted:
July 15, 2025

Expiration:
September 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.