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Mô tả công việc
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• Achieve agreed financial targets by development of existing and new relationships.
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance.
• Understanding and adhering to local and global compliance
• Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC
Yêu cầu
• To be successful in the role, you should meet the following requirements:
• Bachelor's degree or relevant experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
• Capabilities in introducing insurance and investment products.
• Relationship management experience with high net worth clients'
• Strong technical skills, strong communication, client focus and influencing skills in wealth management.
• Strong sales orientation, networking and portfolio management skills
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and Vietnamese
You'll achieve more when you join HSBC.
Quyền lợi
Thưởng
Incentives scheme
Chăm sóc sức khoẻ
Healthcare packages
Đào tạo
Offline/Online training courses
Thông tin khác
NGÀY ĐĂNG
17/04/2026
CẤP BẬC
Trưởng phòng
NGÀNH NGHỀ
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quan Hệ Khách Hàng
KỸ NĂNG
Relationship Management, Customer Service, Financial Services, Banking, Tư Vấn Tài Chính
LĨNH VỰC
Ngân hàng
NGÔN NGỮ TRÌNH BÀY HỒ SƠ
Bất kỳ
SỐ NĂM KINH NGHIỆM TỐI THIỂU
3
QUỐC TỊCH
Không hiển thị
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Thông tin chung
- Ngày hết hạn: 17/05/2026
- Thu nhập: Thương lượng
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