
Website HSBC
Job Description:
We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.
Job Responsibilities:
- Efficiently manages time in order to support different Premier Relationship Managements concurrently
- Handle client’s inquiries relating to the Premier Relationship Management’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimize referrals to the Premier Relationship Management for routine transactions.
- Support Premier Relationship Managements to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up
- Has strong knowledge of the Premier Relationship Management’s portfolio of clients with the support of Customer Relationship Management Solution and analytical tools
- Maintains a basic understanding and technical knowledge of relevant products and services
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
- Communicate effectively and works well with other teams within the Branch, Call Center, HSBC Operations, Services and Technology, and other relevant partners that impact the client’s experience of HSBC; in order to ensure a consistent approach and application of Premier standards
Job Requirements:
- Secondary school graduation required, University / College degree preferred
- Strong interpersonal and empathy skills with strong decision making and ability to deliver
- Completion of required HSBC Business School courses
- Minimum of two years working in financial services industry
- Previous experience in Retail/Premier sales preferred
- Understanding of relationship management systems (Credit Risk Management and Relationship Managed Platform etc.)
- Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
Job Details:
Company: HSBC
Vacancy Type: Full Time
Job Location: Ottawa, Ontario, CA
Application Deadline: N/A
careers-trivia.com