At a Glance
- Tasks: Manage a diverse client portfolio and provide tailored banking solutions.
- Company: Join HSBC, a global leader in wealth management and banking.
- Benefits: Competitive salary, career growth, and a dynamic work environment.
- Other info: Engage in team-building activities and contribute to continuous improvement.
- Why this job: Be a trusted advisor and make a real difference for clients worldwide.
- Qualifications: University degree, strong interpersonal skills, and sales attitude.
The predicted salary is between 50000 - 60000 £ per year.
Recruitment began on July 13, 2026 and the job listing expires on August 12, 2026. Full-time.
HSBC International Wealth and Premier Banking (IWPB) serves 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In This Role, You Will:
- Proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions.
- Hand over customer relationship properly to their relationship managers after closing sales.
- Provide excellent services to customers and ensure all enquiries and complaints are accurately and effectively resolved to customers’ satisfaction.
- Participate actively in team building activities to share information/ideas while contributing suggestions for work improvement.
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
To be successful in the role, you should meet the following requirements:
- University degree or above (recognized by the state).
- Strong interpersonal skills and effective presentation skills.
- Well-developed service and sales attitude with ability to work under pressure.
- Presentable, outgoing and persuasive.
- Good oral and written English is preferable.
主要职责
- 主要负责中高端客户的开发，向潜在客户介绍汇丰的服务，发掘关于银行服务的需求并发展为汇丰客户。
- 负责销售渠道的开发以及维护, 负责前期客户关系的维护和客户关系的交接。
- 为客户提供优良的服务，确保客户的询问得到准确有效的回复，提高客户满意度。
- 主动接洽合作渠道、持续跟踪潜在客户名单直至成功开户，完成银行设定的工作目标。
- 确保有高标准的专业知识，与潜在客户进行更好的沟通。
岗位要求
- 本科或以上学历(国家认可)；
- 优秀的人际交往和有效的沟通技巧；
- 能够在高压下工作，良好的服务和销售态度；
- 得体, 外向和具有说服力；
- 有良好的英语口语和书写能力。
Senior Customer Development Rep 客户拓展经理 employer: The Global Institute for Health and Human Rights
HSBC International Wealth and Premier Banking (IWPB) is an exceptional employer that prioritises employee growth and development within a dynamic and supportive work culture. With a commitment to providing world-class wealth management services, employees benefit from extensive training opportunities and the chance to engage with a diverse portfolio of clients, all while being part of a global network that values innovation and collaboration.
Contact Details:
The Global Institute for Health and Human Rights Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Customer Development Rep 客户拓展经理
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We think you need these skills to ace Senior Customer Development Rep 客户拓展经理
Some tips for your application 🫡
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How to prepare for a job interview at The Global Institute for Health and Human Rights
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Global Institute for Health and Human Rights.
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✨Network with Industry Professionals
Before your interview, reach out to current or former The Global Institute for Health and Human Rights employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
