HSBC Private Bank (Suisse) SA

Work style 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 We are currently seeking an ambitious individual to join our International Wealth and Premier Banking team in the role of r working together with colleagues to define, manage and achieve divisional business targets Principal Responsibilities: Manage, acquire, grow and deepen Premier customers’ relationships through effective relationship management Drive revenue and AUM growth expectations through holistic financial planning Ensure a high level of sales and services of HSBC retail products based on needs based selling Refer mortgage business to Mortgage Arranger (MA) Ensure best practice on wealth sales is being referred to peers and others Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and the relevant authorities are adhered and complied to at all times Requirements Candidate with experience in relationship Management of High Net Worth clients are preferred A recognized tertiary Diploma / Degree qualification; Relevant licence in marketing wealth and investment products such as PCE, TBE, CEILLI, FIMM, IPPC is required Evidence of strong sales track record insurance and investment products Sales oriented, driven to produce results Highly skilled in influencing, networking and portfolio management skills Fluent in spoken English and Bahasa Malaysia; candidate with proficiency to converse in Mandarin / Cantonese would be an added advantage Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized 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 available on our website Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC

Work style Some careers have more impact than others If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realize their ambitions 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 for 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 We are currently seeking an experienced professional to join our team in the role of Principal Responsibilities: The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB) Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner To understand and deliver the standards of service quality required maintaining published Service Level Agreements Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the IWPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the IWPB strategy in their country Requirements A recognized tertiary Diploma / Degree qualification Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understand of business banking client segment and products and services Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC) Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment Able to communicate well in English and local languages Due to the urgent hiring need, candidates with immediate right to work locally and no relocation needed will be prioritized 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 available on our website AVP, Settlement, Direct Custody and Clearing, HSS

Work style Some careers have more impact than others If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation We are currently seeking a high calibre professional to join our team as a In this role you will Work with digital platforms leadership to establish standards and common ways of working across the Digital Platforms estate in relation to change adoption. This includes the development of change frameworks, strategies and re-usable assets Lead a small team of global change experts to set the overall strategy for sustainable change delivery, market and stakeholder engagement as part of each major change initiation (e.g. Security as a Platform, DSP 3.0, North Star scaling engine) and on an ongoing basis and work with market and GTC teams to ensure delivery of change adoption activity is sufficiently resourced locally Maintain an overall view of change as related to digital platforms, identifying congestion risk and implementing plans and controls accordingly Ensure re-usable assets are created that expedite delivery of change and drive a higher consideration for digital platforms change adoption brand Establish and run a programme of QA activity across all Digital Platforms Change Adoption engagement to ensure standards are met and lessons learned from previous engagements applied Provide burst capacity to complex digital platforms change either through front end engagement to ensure teams are set up for success of through delivery of change adoption services where additional and/or more senior capacity is required Establish a sense of community and belonging across the Digital Platforms team through development and active management of an internal engagement strategy Represent Digital Platforms change adoption at senior forums and decision-making committees as required To be successful you will need Proven leadership capability both of direct team and of a matrixed group of global stakeholders - a recognised and respected coach in an organisational context who can balance business goals and the personal development of the teams they are working with Proven capability in defining, refining or remediating change frameworks at a global or regional level Experience of working across multiple markets and regions to deliver a change agenda that is globally consistent yet locally tailored Excellent negotiation and relationship management skills to satisfy a wide range of internal and external customers with conflicting priorities and the ability to lead and influence Subject Matter Expertise of digital channels, including technical, marketplace and customer consideration as well as in change management (PROSCI, CMI or similar qualification preferred) Strong commercial focus, ability to balance risks vs. rewards and maximize cost effectiveness and profitability for the business ensuring that robust GTM plans are in place and benefits are realised from digital investment Pragmatic decision-making skills, with the ability to make clear judgments based on data and understand the implications - ability to take a portfolio view and effectively manage multiple global and local deliveries whilst ensuring each project runs effectively Experience working in an internal or external consultancy role with a clear view on change adoption best practice and how to apply this to Digital Platforms Opening up a world of opportunity 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 available on our website Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC

Work style If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ HSBC個人金融專業與財富管理的能力，提供全面性的世界級個人金融解決方案給上百萬的客戶。驅動全世界各主要市場的成長。此事業處包含個人金融、財富管理、保險與資產管理，透過以客戶為中心的定位，創新有效的通路，將我們客戶的經驗差異化，提供領先市場的個人金融暨財富管理解決方案。 CSM配合提供客戶優質服務 (不含櫃員及現金服務)，例如Premier客戶之開戶、交易及文件處理，並協助報表產出 To provide high level of professional services in retail banking branches to meet and exceed customer service standards To contribute by closely working with Sales Floor Manager and BCD to achieve KPIs helping to ensure seamless service to customers visiting branches delivering quality services to customers to ensure customer satisfaction and achievement of service standards To contribute to the successful implementation of wealth management service strategy by acting as back-up to partnered PRM to ensure continuity of customer service managing Premier rooms resources and safety deposit box delivering quality services to Premier customer (transaction, documentation tasks, etc) to ensure customer satisfaction closely partnering with PRM to build and reinforce relationship with Premier customers providing quality service to help retain and acquire Premier customers delivering support to PRM tomaximise customers satisfaction through exceptional customer service To contribute to acquisition of customers and enhancement of customer relationship by identifying service and business potentials and marking referrals to PRM accordingly identifying service and business potentials for making referrals to other business lines, so to deepen customer relationship with the Bank close liaison with colleagues from other lines of business, business segment, products and services To perform branch operational tasks, excluding counter teller services, and ensure efficiency, timeliness, accuracy and professionalism by assisting SFM with admin and MI report consolidating tasks performing operational tasks for Premier customers, e.g. account opening, transaction and documentation performing mortgage loan processing tasks, by providing services to PVA customers performing any operations tasks, and non-cash transactions within the branch To be equipped with multi-service skills and maintain flexibility in service task rotation and assignment by agreeing with supervisor the knowledge and service skill set development plan continuously improving oneself through the implementation of development plan and on the job training 具備信託業業務人員證照 具金融業工作經驗 良好人際互動、溝通及解決問題能力 積極主動、有業務潛質 具基本英文溝通能力尤佳 Applicants passing resume screening will be notified for interview and next steps. There will be no further notification or message for applicants either not qualifying for or not being selected for the position applied Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC

Work style Some careers have more impact than others If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation We are currently seeking a high calibre professional to join our team as a In this role you will Programme management: Ensure programme documentation is effectively catalogued and stored; coordinate governance meetings and maintain governance calendar; support with minute and action taking; address changes in terms of reference and attendance. Depending on the candidate’s experience, there may also be opportunities to provide more direct support for specific projects, whether related to function itself or across the wider Digital Platforms portfolio Leadership support: Manage the calendar of Head of Digital Platforms Delivery and Operations/ North Star Programme Director, scheduling meetings and proactively resolve meeting conflicts & prioritise scheduling, Organise and prioritise incoming communications, ensuring timely follow-up and execution; Arrange travel and accommodation in compliance with HSBC Travel Policy; Submit and manage expense claims via Fusion in compliance with HSBC Travel & Expense Policy; Monitor and track critical deadlines and meeting action items Business planning: Support in business planning activities which may include financial, technological and resource planning; Maintain a structured travel and expense forecasting process, ensuring alignment with AOP/budget; Establish and maintain cost centre structures for effective tracking and reporting Reconcile central programme cost centres in a timely and accurate manner, including AssureNet activities Team management: Manage onboarding/offboarding of consultants and contractors Raise PSRs, manage SoWs, coordinate access (building, systems, laptops), arrange seating, infrastructure, and process invoices; manage building access and seating plans; Raise eForms and manage office access in coordination with floor PAC; maintain a register of spare PAC card; Support BCP and BIRO activities for Digital Platforms Operations & Delivery, ensuring full compliance with HSBC standards; co-ordinate team workshops, including logistics, agendas, materials, and on-site support; Maintain office supplies, including weekly fruit deliveries and stationery; maintain holiday trackers, learning logs etc as required This is a global role that requires flexibility and sensitivity to work across time zones and cultures. In return it provides an exceptional opportunity to sit at the centre of truly transformational, customer centric and impacting change To be successful you will need Proven experience in a PMO, project support, or senior-level administrative role in a large, complex organisation Exceptional organisational and multitasking skills with strong attention to detail Excellent interpersonal and communication skills with the ability to manage stakeholders at all levels Proficiency in Microsoft Office (Excel, PowerPoint, Outlook, Word); knowledge of Fusion, SharePoint, JIRA, and Confluence is a plus Familiarity with corporate travel, expense, procurement, and onboarding processes A proactive, solutions-focused mindset with the ability to work independently Experience working across cultures with respect and sensitivity Opening up a world of opportunity 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 available on our website Join our Talent Community so that we can keep you updated and informed of the latest happenings at HSBC