上海市银行同业公会

岗位职责:
1. 积极主动地识别销售机会；把合适的银行产品和服务配置给客户；
2. 协助银行完成销售目标和财富管理策略；
3. 处理银行相关卓越理财客户帐户和零余额卓越理财客户帐户的跟进工作；
4. 客户经理繁忙时，接听卓越理财服务电话，负责跟进客户经理的语音信箱信息；
5. 确保卓越理财客户的礼品换领机制顺利进行。

岗位要求:
1. 本科或以上学历；
2. 有强烈的工作责任感和优秀的学习能力；
3. 良好的沟通和客户服务能力；
4. 良好的英文听说读写能力；
5. 有一定的组织协调能力和强烈的自我激励。

岗位 2. ：Customer Development Representative 市场拓展代表

工作地点：上海 / 北京 /广州 / 深圳

岗位职责:
1. 主要负责高端和中端客户的开发，向潜在客户介绍汇丰的服务，发掘关于银行服务的需求并发展为汇丰客户
2. 负责销售渠道的开发以及维护
3. 负责前期客户关系的维护
4. 需要主动与合作渠道去接洽、持续跟踪活动得到的名单和转换直至成功开户并完成银行设定的工作目标
5. 作为市场开拓人员还需要确保有高标准的专业知识能较好的与潜在客户进行沟通

岗位要求:

1. 本科或以上学历(国家认可)；

2. 优秀的人际交往和有效的沟通技巧；

3. 能够在高压下工作，良好的服务和销售态度；

4. 得体, 外向和具有说服力的；

5. 有良好的英语口语和书写能力者优先考虑。

岗位 3.：Teller柜员

工作地点：上海 / 北京 /广州 / 深圳

岗位职责:

1. 完成精确和有效的柜台业务并向客户提供高标准的专业服务；

2. 通过提供一站式的柜台服务建立并与客户保持良好的关系；

3. 独立介绍并推广产品给有需求的客户；

4. 报告客户反馈和收集市场信息以寻求持续的客户关系；

5. 熟悉本地规章、规则和内部指引，对任何可疑的洗钱活动保持警惕并上报给监管机构；

6. 紧密联系其他业务条线、企业内部相关部门和同事。

岗位要求:

1. 本科或以上学历(国家认可)；

2. 有强烈的工作责任感和优秀的学习能力；

3. 良好的沟通和客户服务能力；

4. 良好的英文听说读写能力；

5. 细心、耐心，有亲和力。

岗位 4.：FutureTrusted Advisor 未来金融营养师

工作地点：上海 / 北京 /广州 / 深圳

岗位职责:

1. The key objective of "Future Trusted Advisor" (FTA) isto provide high caliber with a structured fast track program to enhance theircareers by preparing them to be Premier Relationship Officer(PRO) in support ofHSBC RBWM’s business growth strategy in China. FTA shall develop fundamentalknowledge and cultivate sound skills in order to effectively perform the roleof PRO RBWM.

2. The program consists of several structured activities over a12-month period that includes comprehensive training, mentoring and jobrotation

3. Throughout the 12-month training programme, the FTA will supporthis/her line manager and contribute to the realization of the team’s goals.

4. Deliver fair outcomes for our customers and ensure own conductmaintains the orderly and transparent operation of financial markets

岗位要求：

1. Newly graduate from the university or have less than 1 yearworking experience

2. Open-minded and willing to embrace sales challenges

3. Highly driven and self-motivated

4. Good interpersonal and communication skills

岗位 5：InsuranceProduct Expert 保险产品专家

工作地点：上海 / 深圳 / 成都

岗位职责:

1. Strengthen HSBC's image as a leading wealth provider byproviding clients with access to advanced technical product expertise;

2. Support PRMs to gain more clients' confidence and trust in HSBCcapabilities and increase the effectiveness and quality of needs fulfilled fortarget clients in need;

3. Assist PRMs in deepening and growing client relationshipsthrough identifying and uncovering client's needs, identifying relevant wealth solutionand technical analysis, and assisting PRMs in presenting and explainingsolution(s) to client in according to EDRAS.

4. Conduct portfolio reviews with PRMs, assess product suitabilityand market and regulatory change impact to products held by clients asappropriate, identify opportunities and manage risks,

5. Join PRMs in meeting clients and provide advice, input based ontechnical knowledge while acting as a second point of contact to PRMs forspecific products and solutions;

6. Join PRMs in meeting clients and receive referrals from PRMs tohelp fulfill client's needs by certain complex WEM product. In such cases, PRMsmust be limited by their own sales accreditation on certain complex WEMproduct, while a licensed Senior Product Expert is acting as a back up to helpfulfill client's needs but do not directly advise or sell to clients.

7. Improve PRMs product specific technical knowledge by effectiveon-job coaching and training.

岗位要求：

1.Knowledge and experience
•Minimum of five years of working experience as a product specialist orfinancial advisor
•Strong client skills with the ability to deliver a strong client experienceand provide needs-based solutions
•Deep knowledge of specific complex financial solutions and products includingthe knowledge of financial markets, socia-economic dynamics, and regulatoryrequirement relevant to the products
•Extensive external market awareness of market conditions, new productsolutions, and an understanding of current financial market activities
•Demonstrated ability and experience to correctly identify client needs
•Solid skills to manage consultative sales process
•A solid understanding of global anti money laundering standards
•Team player with collaborative skills
•Knowledge of local and Group compliance regulations
•Specialization in one or more product categories e.g. StructuredProducts/FX/Investments/Trusts/Estate Planning/Retirement/Protection/Mortgageetc.

2.Accreditations
•Attain appropriate professional and regulatory qualifications as required bymarket
•Attain any internal standards as required by country

3. Leadership capabilities
•Have or attain an understanding of the immediate regional Global WealthStrategy and the ability to plan own activities accordingly
•Ambitious about providing the highest standards of delivery to colleagues andclients
•Demonstrates ability to set stretch goals for self and the ability to deliverthese with courage and tenacity
•Authentic and shows ability to engage with colleagues and clients to deliverat pace
•Make considered decisions that protect HSBC and our clients

4. Global Wealth Managementcapabilities
•Ability to transfer skills and knowledge by demonstration, coaching andobservation
•Disciplined professional who is able to set and follow organized client portfolioprocess's by relationship manager in a proactive manner
•Able to work independently to construct technical product analysis to supportPRMs and aid PRM experience and client decisions
•Technical coaching skills in area of expertise
•Experienced group presenter
•Proven ability in customizing presentations to meet individual client needs
•A mature individual able to instill confidence with colleagues and clientsalike

地址: 上海市浦东新区杨高南路428号由由世纪广场2号楼20层邮编: 200127

沪公网安备 31011502014972号