Some careers open more doors than others If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply …
Skills: Relationship management, Customer service, Sales, KYC, AML
Some careers open more doors than others If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply …
Description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the to…
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Full-time
bachelor degree, postgraduate degree
Professional development, Flexible working, Inclusive environment
Posted 11d ago
~40 hrs/week
Responsibilities
The role involves sourcing new accounts from the corporate base, cross-selling banking products, and ensuring strict compliance with KYC and AML regulations. The incumbent will also manage customer relations, handle complaints, and drive a value-based culture focused on fair treatment of customers.
Requirements
Candidates must hold a graduate or postgraduate degree, such as an MBA, with three to five years of experience in frontline customer service or relationship management. Strong communication, influencing skills, and a sound understanding of the banking sector are essential for this position.
Full job description
Some careers open more doors than others
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.
International Wealth and Premier Banking (IWPB) 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. International Wealth and Personal Banking provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
Principal Responsibilities:
Source new accounts from the existing corporate base and deliver on meeting New-To-Bank targets.
Cross-sell asset products of the bank- mainly Home Loans (via referral), Personal Loans, Cards, Premier (referral)
Ensure the KYC (Know Your Customer)/AML (Anti-money laundering) norms of the bank are complied with at all times.
Execute marketing events and promotions to generate business in their catchments, in conjunction with support departments such as Marketing.
Respond to Corporate Employee Programme (CEP) complaints in a timely manner and to customer satisfaction
Ensure a consistently high level of product and service delivery for relevant customer touch points
Develop and maintain good customer relations and ensure effective service delivery
Use learnings from customer/area visits and discussions to sharpen the proposition and enhance delivery and provide feedback to leadership / central teams
Comply to all relevant AML regulations & Global Standards
Develop a collaborative environment with all members of sales team
Be a role model of HSBC Group Values, lead by demonstrating and driving value based culture that imbibes Treating Customer Fairly (TCF) principles in all spheres of IWPB Business.
Ensure bank processes are followed in view of product documentation, complaint management, system usage etc.
Ensure end to end usage of leads allocated within allocated timelines with correct updation on CRMS (Customer Relationship Management System)
Safeguard the bank from potential loss/ damage arising out of stakeholder complaints.
Comply with the applicable laws, regulations, Group and local policy related to Sanctions and AML policy of HSBC while undertaking various day to day operations.
Demonstrate an understanding of PEP (Politically Exposed Person) acceptance, prohibition, CDD (Customer Due Diligence) & EDD (Enhanced Due Diligence) guidelines in order to ensure that the INM IWPB is fully compliant with the PEP LoBP. Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM IWPB is fully compliant with the PEP LoBP.(Line of Business Procedure.)
Be aware and identify high risk indicators for various products and Services offered by INM(India Management) IWPB (ex. cash, insurance, credit cards products etc.)
Ensure that all records are obtained in respect of INM IWPB customers or New to bank customer for any products and services provided by HSBC are as per the process laid down.
Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures
Must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in an effective and polite manner
Qualifications - External
Graduate/ Post Graduate (Masters)/ MBA with three to five years’ work exp.
Experience (preferable) in frontline customer services/ relationship management.
Strong communication, client focus and influencing skills
Sound knowledge on the Banking sector in general
Able to communicate well in English and local languages
Pro-tip : Familiarity with AI-enabled tools is an advantage.
As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion and decision-making authority in planning, organising, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
You’ll achieve more at HSBC.
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.
Related keywords
Corporate BankingRelationship ManagementKYCAMLWealth ManagementSalesCustomer ServiceBankingComplianceSanctionsPEPCDDEDDCRMSFinancial ServicesBusiness Development
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.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
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