HSBC 匯豐香港招聘

Some careers shine brighter than others

If you’re looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Securities Services provides robust and reliable solutions that enhance performance and mitigate risk, today and in the future. Working with institutional investors, banks, insurance companies, governments and multinational corporations, Securities Services offers a range of fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services.

Investment Counsellor - Global Private Banking

Principal responsibilities 

  • Provide investment support, education and guidance to clients, prospects and Relationship Managers

  • Assess client need, experience, expectations and risk tolerance

  • Develop comprehensive investment strategy and asset allocation proposal appropriate to client

  • Coordinate execution of investment strategy with appropriate products and services

  • Ensure use of open architecture product selection to ensure best in class product offering

  • Monitor client portfolios for performance, appropriateness and opportunity

  • Provide updates on investment opportunities to clients, prospects and Relationship Managers

  • Provide input and support for the development of new business initiatives and product enhancement

  • Identify and communicate issues or limitations related to product, platform, operations, systems or pricing

  • Ensure integrity of sales process and compliance with all HSBC and regulatory policies

  • Maintain current knowledge of competitor investment capabilities, product offering and pricing policies

  • To maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators 

Requirements

  • Proven track record in investment advisory

  • Experience in portfolio management, brokerage or institutional sales useful

  • Demonstrated experience in buy side financial markets

  • Extensive knowledge of private banking business onshore and offshore, and competitive and regulatory environment 

  • Client focused, with strong sales, analytic, technical, teamwork and relationship building skills

  • Strong negotiation, complex problem resolution, communication and presentation written and oral skills

  • Sound judgment, keen sense of urgency, and high level of professional and personal integrity

Relationship Manager - Global Private Banking (China/Taiwan Team)

Principal responsibilities:

  • Provide full service banking and all transactions to high net worth individual clients by the extension of credit and the marketing of company services

  • Provide the marketing and business development activities in a specific geographical area or market criteria using the full range of company products and services

  • Establish new relationships and manage existing relationship in order to generate new Asset Under Management and Gross Revenue

  • Grow revenue, increase Asset Under Management of portfolio and increase inflows of Net New Money, achieving growth by leveraging brand, channels and network

  • Follow up portfolios on a regular basis and develop client's profitability

  • Work closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issue raised by external regulators

  • Ensure follow up on all risk and compliance issues

Requirements:

  • Relationship management experience in the private banking sector

  • Proven track record in asset gathering, asset growth and revenue generation

  • Excellent communication and negotiation skills in client servicing

  • Excellent understanding of financial markets and products with the ability to provide strong financial and statistical analysis

  • Details oriented

  • Fluency in English and Mandarin is a must  

Client Service Executive - Global Private Banking

Principal responsibilities:

  • Provides support to the Marketing function and Representative Offices in delivering high quality client service to customer base

  • Responsible for managing the processes associated with client transactions including new account openings, securities transactions, general account maintenance, customer account changes and account closings

  • Maintain the highest standard of excellence in client service by attending to client enquiries and requests

  • Explain operational matters to clients. Develop client awareness, understanding and ability to comply with our operational requirements

  • Prompt and appropriate action taken to address client feedback or complaints

  • Manage the HSBC Know Your Customer Program and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it

  • Provide support to the Offshore Representative Offices, receive, manage and log faxed transaction instruction, answer calls from clients and provide guidance

Requirements:

  • Proven customer service, communications, sales, mathematical, analytical, organizational, and planning skills

  • Good understanding of the major products or services available in the private banking industry

  • Credit Skills, ideally obtained in an area dealing with High Net Worth individuals or Business Banking

  • Technology Skills, knowledge of Microsoft Office Applications

  • Excellent communication skills in Cantonese, Mandarin and English

  • A good team player with drive for success and achievement 

Relationship Manager, Hong Kong Market - Global Private Banking

Principal responsibilities:

  • Provide full service banking and all transactions to high net worth individual clients by the extension of credit and the marketing of company services

  • Provide the marketing and business development activities in a specific geographical area or market criteria using the full range of company products and services

  • Establish new relationships and manage existing relationship in order to generate new Asset Under Management and Gross Revenue

  • Grow revenue, increase Asset Under Management of portfolio and increase inflows of Net New Money, achieving growth by leveraging brand, channels and network

  • Follow up portfolios on a regular basis and develop client's profitability

  • Work closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issue raised by external regulators

  • Ensure follow up on all risk and compliance issues

Requirements:

  • Relationship management experience in the private banking sector

  • Proven track record in asset gathering, asset growth and revenue generation

  • Excellent communication and negotiation skills in client servicing

  • Excellent understanding of financial markets and products with the ability to provide strong financial and statistical analysis

  • Details oriented

  • Fluency in English and Mandarin is a must 

Contact Centre Officer, Investment Specialist - Contact Centre Business

Principal responsibilities:

  • Handle customer enquiries, stocks order placement and resolve customer dispute or complaint cases with care and in compliance with all internal and regulatory requirements

  • Provide comprehensive and professional phone banking services to customers, working to acquire, retain and develop relationships through our phone channel

Requirements:

  • Hong Kong Certificate of Education Examination or Hong Kong Diploma of Secondary Education holder with some working experience, or holder of associate degree, higher diploma or degree from a tertiary institution

  • Financial institution or contact centre experience preferable

  • Highly customer focused approach, with the drive to provide the highest level of client service

  • Investment licensee with paper 1,7 and 8 is mandatory

  • Effective communication and problem solving skills

  • Fluency in Cantonese and English, with Putonghua proficiency an advantage

  • Willing to perform shift duties, including weekends and public holidays if required. Appropriate shift allowance will be granted 

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above. 

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 Hong Kong and Shanghai Banking Corporation Limited