Frontline Officer – Wealth and Personal Banking

Job Role: 

To provide a high quality, customer driven service by pro-actively identifying and addressing customer needs in order to assist HSBC in the achievement of its plan.

To assist all customer types covering Premier, Advance, Mass and Commercial Banking and assisting associates with approvals over their limit.

Duties & Responsibilities:

  • Providing a personalized, friendly and efficient service
  • Provide exceptional, efficient counter and sales service for all customer segments, wealth and personal banking (WPB), Premier and Corporate
  • Pro-actively encouraging new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet, Banking/self-service equipment for routine queries/transactions
  • Making effective customer contact to identify and address customer needs by actively promoting relevant bank solutions, referring on as appropriate
  • Updating customer profile screens with details of customer contact
  • Work closely with the sales floor to achieve the set sales performance expectations
  • Complete declarations forms properly and obtain clear and meaningful explanations on the source of fund
  • Comply with policy and regulations to get satisfactory audit report with nil repeated recommendations
  • Abide by Group and Local procedures; Know Your Customer (KYC) requirements; Money laundering deterrence and audit recommendations


Experience & Qualifications:

  • Fresh Graduates are welcome to apply
  • Knowledge of cashiering procedures and regulations is a plus
  • Multitasking, and self motivated
  • Knowledge of core products, account opening systems and Customer Relationship Management system is a plus
  • Strong interpersonal and empathy skills
  • Good decision making skills and proven ability to deliver accuracy and efficiency
  • Attain appropriate franchise level for the role as per the Professional Standard Scheme (or equivalent)

Job Application:

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