Universal Banker, HSBC

Universal Banker

HSBC

Location:
China, Shanghai

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC International Wealth and Premier Banking (IWPB) serves 41 million customers globally. The role involves identifying customer needs, assisting with transactions, complying with regulations, and helping achieve wealth management strategies. The ideal candidate will have a recognized degree, excellent communication skills, and is bilingual in English and Chinese.

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:
September 11, 2025

Expiration:
December 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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