Employee Banking Advisor

Job Description

Employee Banking Advisor

Some careers have more impact 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.

Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

The Employee Banking Advisor (EBA) will be responsible to achieve targets in line with the WPB strategy through a need based selling approach (EDRAS) acquisition of quality business & good customer service. The job holder will have to focus on the sector he/she has been allotted and will drive all efforts to improve the wallet share within that sector.
Meeting Annual Operating Plan targets within the sector they have been assigned
Meet group standards of Customer service, Compliance and technical knowledge through ongoing training and accreditation
Build high standards of external & internal customer service, efficiency & productivity in line with strategic & operating objectives
Support other cross line businesses within the Wealth and Personal Banking (WPB) world such as Jade, Premier, Mortgage, Auto, Wealth
Building long term relationships with ‘key’ contacts within our Approved Employer List portfolio
Identifying new business opportunities within the sector and work closely with the Corporate Account Manager to drive better wallet share
Providing advice, guidance and solutions in a structured manner to the customers according to their ‘need’.
Proactively broadening & deepening relationships with HSBC customers through effective customer contact thereby enhancing the financial value for HSBC.
Increasing awareness amongst customers about remote/ alternative distribution channels.

Requirements

To be successful in the role, you should meet the following requirements:

Knowledge
A full understanding of the WPB products (propositions) and services, including the global service standards, and the ability to communicate this effectively to customers
Proven experience selling to and working with high net worth individuals
Knowledge of developing a networking strategy and proven ability to achieve sales targets
Knowledge of competitor activity and propositions
Bachelor’s Degree is mandatory

Skills
Strong communications and interpersonal skills
Strong negotiation skills
Excellent organizational skills
Outdoor Banking sales experience in UAE is a must
Excellent analytical and problem solving skills
Effective / seamless handover of customer relationships to those with appropriate skills to manage them
Capacity to inspire trust
Customer service ethic

You’ll achieve more at HSBC.

www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.