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HSBC

Officer, Customer Experience and Portfolio Management

Hong Kong

描述

Some careers open more doors than others.

If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Through Business Banking our global network offers comprehensive support and services to businesses in the SME market. From expanding overseas to managing the cash and trade flows of an established enterprise, the Business Banking team of Relationship Managers and Product Specialists provides a range of end-to-end solutions designed to help small and large businesses reach their potential.

We are currently seeking a high calibre professional to join our team as an Officer, Customer Experience and Portfolio Management .

Principal Responsibilities

  • Provide a wide spectrum of quality support for Relationship Managers to enable them to drive revenue, improve client engagement, maximize operational efficiency, and allow Relationship Managers to spend more time with client
  • Proactive client management via follow-up calls and acting as the first point of contact for customers on general banking enquiries, aiming to nurture cemented relationship with exploration of new business potential via customers referral
  • Assist to investigate and provide accurate feedback and solution on general banking services to clients, by liaising with internal departments
  • Retrieval of supporting transaction records for relationship managers' review and assessment to complete client review
  • Assist RM in handling referrals from different business parties and finding the right solutions for clients
  • Prepare monthly MI for the respective team and handle daily task for department, exception reports
  • Act as an interface with Utility teams to ensure smooth credit operation support to Relationship Manager
    • Requirements
  • Customer focused and have strong interpersonal and problem solving skill
  • Good understanding of general banking products and services as well as having sound knowledge in using bank operating systems such as Online Banking System and Customer Relationship Management System
  • Good understanding on credit assessment or operations, approval process and security documentation is preferred, but not essential
  • Fluent in spoken and written English with knowledge in Putonghua is an advantage
  • Proficient in using Outlook, Microsoft Word, Excel and PowerPoint

    • Posted in 2024-03-28

    Expired in 2024-04-04

    This vacancy has been closed

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