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Universal Banker - Wealth and Personal Banking 銀行業務主任 - 財富管理及個人銀行業務

HSBC Hong Kong
Posted 5 days ago Permanent Competitive

Job Description

Join our fast-growing wealth management teams in Asia

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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.

We are currently seeking a high calibre professional to join our team as a Universal Banker.

Principal Responsibilities

  • Answer customer product enquiries and service in maintenance
  • Deliver best in class professional customer service with excellence and efficiencies
  • Identify potential customers banking needs and refer to appropriate branch staff to provide banking solutions
  • Assist line manager to effectively manage the sales and service environment in branch

我們现正招聘高素質的專業人士加入我們的團隊成為銀行業務主任, 財富管理及個人銀行業務


  • 處理客戶對產品和服務的查詢
  • 提供優質和有效的專業客戶服務
  • 發掘客戶潛在的理財需要及轉介予其他分行員工提供合適的銀行服務方案
  • 協助部門經理有效管理分行銷售和服務環境


  • Hong Kong Certificate of Education Examination or Hong Kong Diploma of Secondary Education holder with banking or financial service industry experience
  • Preferably with insurance license
  • Good interpersonal and communication skills
  • Highly driven and self-motivated approach, with the determination and ambition to succeed in a dynamic environment
  • Fluency in Cantonese, English and ideally Putonghua


  • 持有香港中學會考或香港中學文憑證書,及銀行或金融業相關工作經驗
  • 為持牌保險仲介人更佳
  • 良好的人際關係和溝通能力
  • 有高自主能力,有決心在多變的環境中發展事業
  • 能操流利粵語及英語,懂普通話更佳

You’ll achieve more when you join 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.

Issued by The Hongkong and Shanghai Banking Corporation Limited

Job ID  0000IE1B
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