卓越理財客戶服務專員/副理 Premier Relationship Clerk/Officer

Job ID: 279575

Location: Taipei, Taiwan

Area of interest: Branch and Retail Banking

Job type: Permanent - Full Time

Work style: Office Working

Opening date: 01-Aug-2025

Closing date: 30-Nov-2025

Job Advert Details

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如果您正在尋找能讓你更加突出的事業,加入滙豐,發揮您的潛能,讓您更加耀眼。

If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential.

HSBC作為全球最大金融服務機構之一,我們不僅提供多樣化的金融商品服務,也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道,我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community,接收HSBC第一手職缺及職涯相關消息

請立即複製以下連結,註冊加入HSBC Taiwan Talent Community

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。

工作內容:

在個人金融分行端提供高品質的專業服務,以達到並超越客戶所期望的服務標準:

• 密切與CSM配合提供客戶優質服務
• 支援PRM服務Premier客戶,協助其達成各項績效指標
• 發掘並轉介潛在業務機會與客戶服務需求
• 處理分行行政作業(不含櫃員及現金服務),例如Premier客戶之開戶、交易及文件處理,並協助報表產出

To provide high level of professional services in retail banking branches to meet and exceed customer service standards.

• To contribute by closely working with Sales Floor Manager and BCD to achieve KPIs helping to ensure seamless service to customers visiting branches delivering quality services to customers to ensure customer satisfaction and achievement of service standards
• 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 box delivering quality services to Premier customer (transaction, documentation tasks, etc) to ensure customer satisfaction closely partnering with PRM to build and reinforce relationship with Premier customers providing quality service to help retain and acquire Premier customers delivering support to PRM tomaximise customers satisfaction through exceptional customer service
• 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 Bank close liaison with colleagues from other lines of business, business segment, products and services
• 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 documentation

performing mortgage loan processing tasks, by providing services to PVA customers performing any operations tasks, and non-cash transactions within the branch

• 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

Qualifications

• 大專以上畢
• 具備信託業業務人員證照
• Officer 須具備外匯業務經辦及覆核人員
• 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

※ 履歷初審合格者,將通知進行甄選面談,資格不符或未獲錄取者則不另行通知。

※ 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.