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Universal Banker MPF - Wealth and Personal Banking

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Job ref no.: 0000KUTV_1741945643
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Universal Banker MPF - Wealth and Personal Banking

HSBC
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Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation

We are currently seeking a high calibre professional to join our team as a Universal Banker MPF.

Principal Responsibilities

  • Provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory Provident Funds and Employee Benefits products
  • Discover customers' banking needs during client appointment and capture account acquisition business opportunities
  • Complete business fulfilment process as appropriate
  • Establish good rapport and maintain relationship with customers, handling enquiries, resolving customer problems or complaints and follow up with customer's applications
  • Collaborate with branches to provide one-stop banking solutions to customers to fulfill their financial needs
  • Maintain a smooth & efficient in daily operations
  • Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Requirements

  • University degree holder or equivalent with sound experience
  • Qualified with Insurance Intermediaries Qualifying Examination qualification
  • Passed in the HKSI Licensing Examination Paper 1,7 & 8
  • Solid experience in the banking industry being in front-line/customer service roles
  • Basic understanding of the Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and product knowledge
  • Team player with a self-motivated mind-set and genuine interest in banking industry
  • Excellent interpersonal and presentation skills
  • Effective problem-solving skills
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

You'll achieve more when you join HSBC. http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

More Information

Job ref no.0000KUTV_1741945643
SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Central
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 0 year
Career Level
  • Entry level
Education
  • F.5- F.7 or DSE
Overview

HSBC is one of the world's largest banking and financial services organisations. Our global businesses serve more than 40 million customers worldwide through three global businesses: Wealth and Personal Banking, Commercial Banking, Global Banking & Markets. Our network covers 64 countries and territories in Europe, Asia, the Middle East, Africa, North America, and Latin America.

We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to achieve your ambitions. Come and work with us and you'll have opportunities to build connections with colleagues and customers worldwide and help build the bank for the future.

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