Assistant Manager Client Engagement, Puchong
HSBC · Puchong
Some careers open more doors than others.
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 to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking ambitious individuals to join our International Wealth and Personal Banking (IWPB) team in the role of Assistant Manager, Client Engagement working together with colleagues to display HSBC Values and achieve Vision to become the world’s leading international Bank.
Role Purpose:
The key responsibility is to lead and drive the sales team in acquiring affluent segment customers, with a strong focus on need-based selling at accounts, credit cards and borrowing products as well as actively referring qualified mortgage leads. The job role involves executing acquisition plans, sourcing for potential customers and corporate clients through participants in customer roadshow and events to do presentation to promote on Bank’s product proposition and conduct product pitching to generate quality sale. This job role also required building new relationships and identify potential opportunities to expand the acquisition.
Principal Responsibilities:
- Achieve performance expectations and contribute towards the mobile sales’ business and bottom line, in line with the IWPB strategic direction.
- Building a high-performance sales culture and execute tactical action plans & sourcing potential clients for new business opportunities to grow affluent segments customer
- Accelerate business growth and enhance customer experience by conducting impactful client presentations and fostering relationship with high-potential customers
- Handle escalated customer complaints with timely and professional resolution
- Deliver fair outcomes for our customers and maintain personal conduct that is in line with HSBC values and code of conduct
- Develop and maintain positive working relationships with internal teams, branch staffs and external stakeholders to support business objectives
- Act as a bridge between frontline staffs, management and cross functional departments to ensure smooth execution and alignment with Bank’s direction
- Driving, Equality, Diversity and Inclusion within all relationships to have an inclusive environment toward both colleagues and customers
- Ensure 100% completion of mandatory training within deadlines
- Responsible for creating a positive staff morale, motivation and actively manages performance of the sales team
- To safeguard the Bank from loss and always protects the Bank reputation
- Understand and adhere to regulations and regulatory guidance that apply to my role, promptly reporting any breaches in accordance with local procedures.
- Maintain sufficient and effective processes and controls by identifying and mitigating risks and ensure timely escalation and resolution of all control issues and reputation risks.
- Ensure adherence to applicable Global, regional and country standards and policies
- Deliver fair outcomes for customers and support the orderly and transparent operation of financial markets
Qualifications:
Essential
- Minimum 3 to 5 years of experience in Banking sales or customer acquisition with team lead experience preferred
- Excellent interpersonal skills with the ability to communicate effectively at all levels of the organization
- Proven ability to execute tactical sales plans and strong problem-solving skills
- Able to work independently, self-driven and results-focused
- Highly motivated and flexible in working across complex cross-functional work structures within the bank and externally with regulators, business partners and industry committee
Desired
- Demonstrated experience in acquiring affluent segment with strong products knowledge in Cards, Loan and Borrowing products
- Strong analytical skills with the ability to identify customer acquisition trend and opportunities