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Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (古亭分行)
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Full-time
bachelor degree
Posted 1d ago
~40 hrs/week
Chinese
Responsibilities
Provide high-quality professional services to Premier customers in retail banking branches to meet and exceed service standards. Support Premier Relationship Managers in achieving KPIs, handling administrative tasks, and identifying business opportunities for referrals.
Requirements
Requires a college degree and experience in the financial industry with strong interpersonal and communication skills. Must possess specific certifications for trust business, foreign exchange handling, and internal control/audit.
Full job description
國際財富管理暨卓越理財事業處運用HSBC個人金融專業與財富管理的能力,提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理,透過以客戶為中心的定位,創新有效的通路,將我們客戶的經驗差異化,提供領先市場的個人金融暨財富管理解決方案。 People Responsibility: N Report to: Branch Customer Services Manager
To provide high level of professional services in retail banking branches to meet and exceed customer service standards.
1. To contribute by closely working with Sales Floor Manager and BCD to achieve KPIs helping to ensure seamless service to customers visiting branchesdelivering quality services to customers to ensure customer satisfaction and achievement of service standards
2. To contribute to the successful implementation of wealth management service strategy by acting as back-up to partnered PRM to ensure continuity of customer service managing Premier rooms resources and safety deposit boxdelivering quality services to Premier customer (transaction, documentation tasks, etc) to ensure customer satisfactionclosely partnering with PRM to build and reinforce relationship with Premier customersproviding quality service to help retain and acquire Premier customersdelivering support to PRM tomaximise customers satisfaction through exceptional customer service
3. To contribute to acquisition of customers and enhancement of customer relationship by identifying service and business potentials and marking referrals to PRM accordingly identifying service and business potentials for making referrals to other business lines, so to deepen customer relationship with the Bankclose liaison with colleagues from other lines of business, business segment, products and services
4. To perform branch operational tasks, excluding counter teller services, and ensure efficiency, timeliness, accuracy and professionalism by assisting SFM with admin and MI report consolidating tasks performing operational tasks for Premier customers, e.g. account opening, transaction and documentationperforming mortgage loan processing tasks, by providing services to PVA customersperforming any operations tasks, and non-cash transactions within the branch
5. To be equipped with multi-service skills and maintain flexibility in service task rotation and assignment by agreeing with supervisor the knowledge and service skill set development plan continuously improving oneself through the implementation of development plan and on the job training
Skills Requirements:
大專以上畢
具金融業工作經驗
良好人際互動、溝通及解決問題能力
積極主動、有業務潛質
熟悉銀行法規及金融業系統
具基本英文溝通能力尤佳
License/Qualification Requirement:
具備信託業業務人員
Band 7 須具備外匯業務經辦及覆核人員證照與銀行內部控制與內部稽核測驗或曾擔任內部稽核單位之稽核人員實際辦理內部稽核工作一年以上
※ Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied.
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
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How many Administrative jobs are open in Taipei, Taiwan right now?
There are currently 136 open administrative positions in Taipei, Taiwan listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Taipei, Taiwan?
Companies currently hiring include CTBC Bank, Coupang, HSBC, DBS Bank, Hewlett Packard Enterprise, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Taipei, Taiwan?
Yes — 16 of the 136 open administrative positions offer remote or hybrid work (0 remote, 16 hybrid).
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