Client Engagement Executive

Job Description

Some careers grow faster than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC International Wealth and Personal Banking.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking ambitious individuals to join our International Wealth and Personal Banking (IWPB) team in the role of Client Engagement Executive working together with colleagues to display HSBC Values and achieve Vision to become the world’s leading international Bank.

Principal Responsibilities

• The job holder will focus on identifying prospects, executing acquisition activities such as roadshow or events, and ensuring quality on-boarding to achieve individual and team sales target. The job holder also required to cross-sell retails banking products such as credit cards, borrowing and Mortgage referrals
• Achieve performance expectations and contribute toward the Retails business in line with IWPB strategic direction
• Support and engage in roadshow or events including approach prospect leads for acquisition to deliver the overall sales result
• Proactively work with Managers and Team Leader Customer Acquisition to plan, execute and optimize sales activities, ensuring alignment with business priorities
• To champion and drive a culture that supports the HSBC branded customer experience
• Provide quality after sales engagement to strengthen long-term relationships
• Ensure 100% completion of mandatory training within deadlines.
• Support achievement of HSBC vision, values, goals and culture in personal behavior, actions and decision making.
• Demonstrate effectiveness, strong team player and Can-Do spirit by sharing knowledge and good practice.
• Understand and adhere to regulations and regulatory guidance promptly by reporting any breaches in accordance with local procedures.
• Ensure adherence to applicable Global, regional and country standards and policies.
• Safeguards the Bank from loss and always protects the Bank’s reputation.
• Maintain awareness of operational risk including its identification, assessment, mitigation and control, loss identification and reporting in accordance with Section 4 of the Group Operations FIM

Qualifications - External

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