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Customer Service Officer - Wealth and Personal Banking

Job in Hong Kong
Company: HSBC Group
Contract position
Listed on 2021-06-06
Job specializations:
  • Banking
    Private Banking
  • Finance
    Banking and Finance, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Customer Service Officer - Wealth and Personal Banking:0000

ERCB Description

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.

If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

客戶服務主任 - 零售銀行及財富管理業務



  • 確保櫃位交易準確無誤
  • 把握機會將客戶轉介給相關銀行業務的同事,滿足客戶不同的金融服務需要
  • 遵守所有監控和服務規定,確保分行運作順暢並達到令人滿意的審核評級
  • 遵循滙豐或監管機構的標準與政策,確保符合反洗錢與反資助恐怖主義活動規程
  • 入職條件

  • 以客為先,致力提供優質服務
  • 對工作充滿熱誠且能適應服務行業
  • 良好的人際關係與溝通技巧
  • 積極主動,熱愛學習
  • 責任心強
  • 能操流利粵語及英語,懂普通話更佳
  • 持有香港中學會考證書或香港中學文憑證書,且數學、英文及中文科及格
  • 持有保險或投資牌照為佳
  • 有櫃位經驗者或有客戶服務經驗者優先
  • 加入我們的團隊,一入職便享有優厚福利,包括:

  • 18日有薪年假及其他有薪假期(如婚假、生日假和產假)
  • 退休金的僱主供款部分最高可達基本月薪的13%
  • 醫療及人壽保險,保障您本人、配偶及子女
  • 員工專享住房貸款,貸款額可達物業估值或售價的100%
  • 員工專享理財服務,包括貸款、信貸和信用卡
  • 理想晉升機會
  • Qualifications

    Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

    We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

    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.



  • Provide quality customer service through accurate and efficient counter transactions

  • Meet the financial services needs of customers by identifying opportunities and referring them to appropriate bank colleagues

  • Ensure smooth branch operations and achieve satisfactory audit rating by meeting all control and service requirements

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies

  • Requirements

  • Customer centric mindset with commitment to deliver quality service

  • Self motivated and adaptable to a service environment

  • Good interpersonal and communication skills

  • Eager to learn with positive attitude

  • Strong sense of ownership

  • Fluency in Cantonese and English. Mandarin a definitive advantage

  • Hong Kong Certificate of

    Education Examination or Hong Kong Diploma of Secondary

    Education holder, with a pass in Mathematics, English and Chinese

  • Holder of insurance or investment license, preferred but not a must

  • Teller experience preferred or customer service experience in mass market or walk in environment

  • When you join our team, from day one you’ll have access to a competitive benefits package, including:

  • 18 days paid annual leave plus additional leave (eg marriage, birthday and maternity)

  • Employer pension contribution of up to 13% of monthly basic salary

  • Medical and life coverage for you, your spouse and children

  • Staff housing loan up to 100% of the valuation or purchase price

  • Employee banking services including loans, credit facilities, and credit cards

  • Progressive career advancement opportunities

  • You’ll achieve more when you join HSBC.

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

    Position Requirements
    Less than 1 Year work experience
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