資深卓越理財客戶服務副理 Senior Premier Relationship Officer

3 days ago


Taipei Taipei City, Taiwan HSBC Full time NT$600,000 - NT$1,200,000 per year

[工作內容 Job Summary]
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. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for 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.

People Responsibility: N

Report to: Branch Customer Services Manager

[Job content]
The Premier proposition is a strategic priority for HSBC and the role of Premier Officer is a key supporting role in the achievement of the proposition objectives.

The Jobholder Is Expected To Support PRMs To Gain More Client Trust And Commitment In Broadening And Deepening Their Relationship With HSBC, And To Supervise And Authorize Other PROs' Daily Tasks And Applications On Behalf Of CSM Per Listed Outcomes Below

  • This role is a part of the Premier relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier clients and increase Premier Relationship Manager's (PRM's) client facing time.
  • The role provides dedicated support to a team of Premier Relationship Managers (PRM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day-to-day contact with their clients in the delivery of the proposition objectives.
  • In order to deliver client centric service, this role is identified as a point of contact for clients and in the absence of the PRM, this role will be the first point of contact for the client.
  • In order to deliver a high quality service to our highest value personal clients, the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail.
  • The role assists CSM to supervise other PROs's daily operation.

[具備條件 Experience / Skills]

  • Bachelor or above university degree
  • Influencing and client-oriented communication skills
  • Professional and regulatory qualifications as required by market
  • Ambitious about providing the highest service standards of delivery to colleagues and customers
  • Ambition of maintaining excellent customer experience and ability to deliver these with courage and tenacity
  • Making considered decisions that protect HSBC and the business

[Prerequisite license]
Trust Level 3, Foreign exchange business handling and review staff (BIBP) and Internal Control & Internal Audit license

※ 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.



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