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.
In this role you will:
Impact on the business
- Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
- Reduce the time spent on process and administrative tasks by PRM to increase PRM's capacity
- Provide
sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
- Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
Clients/Stakeholders
- Maintains a basic understanding and technical knowledge of relevant products and services
- Handle client's enquiries relating to the PRM'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 PRM for routine transactions.
- Support PRMs 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 PRM's portfolio of clients with the support of CRMS and analytical tools
- Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
Leadership and teamwork
- Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes
- Delivering the firm - Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.
- Communicate effectively and works well with other teams within the Branch, Call Center, HTS, and other relevant partners that impact the client's experience of HSBC; in order to ensure a consistent approach and application of Premier standards
- Efficiently manages time in order to support different PRMs concurrently
Operational effectiveness and control
- Adhere to all relevant processes and procedures of the Group Compliance Policy and
internal controls
- Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times
- Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions,
administration, and complaint handling
- Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements
We encourage you to apply your cv via this link: mycareer.hsbc.com/jointalentcommunity?pipelineId=151746
