Job description

Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
The role holder supports branch on greeting and identify customer’s needs, providing excellent service and guiding customers to use digital channel, to provide assistance in queue management, branch merchandizing display and skillful making referral on bank products. And also supports outreach acquisition activities smoothly and successfully.
During Internship, no sales work should be involved however the role holder should get well prepared on Bank knowledge, in order to start to work as an employee smoothly once obtained graduation certificate.
Meanwhile, the job holder should maintain HSBC internal control standards as well as Group Compliance Policy and operational risk control to minimize the likelihood of it occurring.

Requirements

In-branch:
1. Engage and discover customer needs on branch entry
2. Promote digital/CCSS solution to release teller/PRA/UB’s service burden
3. Make referral on bank products based on customer needs
4. Protect the Bank - through vigilance against fraud, Knowing your customer, adhering to regulations/policies and minimising operational risk


Outreach:
1. Support Acquisition on-site activities on logistics, customer engagement and leads obtain
2. Create an excellent first impression in order that customers will want to strengthen and deepen their relationships with us.