HSBC Private Bank (Suisse) SA

Job Advert Details Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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 experienced professional to join our team in the role of Insurance Sales Manager. Role Purpose The role is a customer facing role working with customers to financially plan their future with respect to providing insurance solutions. Professionalism, customer focus and an in depth understanding of financial planning and meeting their individual insurance and protection needs are critical to the success of the business. The role holder has a responsibility for owning the insurance referral business within the key segments and channels for wealth distribution –focusing on Premier and the HNW clientele. This is thru HSBC Wealth Hub Center assignments to ensure achievement of the business performance measures and plan (as defined by HIIB). This will be achieved by actively managing new referrals and customers who have previously bought insurance products completing full reviews to establish and address their immediate and future insurance / protection requirements. To become the trusted insurance specialist to those customers identifying cross selling opportunities and embedding customer loyalty by meeting their needs is a key strategic goal for our organisation. You will need to understand and deliver the standards of service quality required maintaining published Service Level Agreements. You are accountable for the performance of your business and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group. In delivering the business objectives you must also maintain the levels of operational integrity required by the Group, closely managing your individual and the collective performance of the wider team. Creating and maintaining an environment where you and the wider Wealth team maximise performance in achieving the WPB business objectives whilst providing the highest quality service. Principal Accountabilities: Impact on the Business Deliver professional, holistic financial planning concepts, ideas, talks to new and existing customers for their insurance needs through small group meetings to ample sized audiences To meet customers needs in the areas of savings, retirement, education savings and other insurance products Achieve the HIIB performance metrics for your business Make referrals to other specialist areas of the business where required Effective use of tools and information to drive customer service delivery and WPB performance In conjunction with the wider team build a high personal and corporate profile in the community in which you are based Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Wealth team in support of your business goals Establish and agree customer contact strategies in line with Group operating models Fully utilise and input to Customer Relationship Management data, ensuring all customer information is complete and kept up to date Customers / Stakeholders Put the customer first and deliver an excellent customer experience Help support and lead educational events and seminars focusing on wealth propositions with customers (internal and external) Work with the wider team to deliver the HIIB -Branch Referral Performance measures and plan to support the multi-channel customer journey. Deliver to published Service Level Agreements and customer standards Leadership & Teamwork To work as part of an integrated Wealth management team to ensure, standards and are met and operating models delivered To provide guidance, support, coaching and mentoring to the more junior specialists in the team and to the referrers they support. Proactively support others through direct and indirect actions beyond activities particular to this role and wider team In conjunction with the Branch Manager and Team Heads ensure the wider branch team is trained and able to support the standards required. Actively promote the use of direct channels to the customer. Hold regular meetings with team members to effectively communicate and address Wealth issues and successes. Ensure a broader network is in place for other specialist areas like Private Bank to engender a mutually beneficial relationship with the customer and organisation Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss. To proactively manage financial and non-financial risks and promote HSBC’s balanced risk culture. To meet compliance and quality measures appropriate to market. To continually reassess the operational risks associated with the role and inherent risk in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring and the impact of new technology. In conjunction with the Compliance Department, to implement the Group Compliance Policy by containing compliance risks in conjunction with the relevant compliance department. The term ‘compliance’ embraces all relevant financial service laws, rules and codes with which the business has to comply Qualifications Experience, Skills and Qualifications KNOWLEDGE / EXPERIENCE Proven ability in customer relationship management Proven ability in managing a portfolio of high value customers, Ability to analyse financial priorities and influence customers to take appropriate action to meet their needs An extensive knowledge of financial planning and defining customer needs A full understanding of the needs of the mass affluent customer segment in general and individual customers in particular A full understanding of Private Bank/ Investments / International Banking and the referral process A full understanding of HSBC’s Propositions SKILLS Excellent relationship management skills Customer driven with a strong focus on quality of service Ability to lead and conduct group presentations for internal and external customers A clear understanding of how value is created within the Premier segment, both for customers and the bank Ability to develop and retain the extensive knowledge including financial planning knowledge required to provide a world class relationship management service to the bank’s most valuable personal customers The jobholder forms an integral part of the branch and wider HSBC management team. The jobholder is expected to identify opportunities in day to day activities that contribute to the success of colleagues. QUALIFICATIONS Attain appropriate professional and regulatory qualifications as required by market to hold advisor status in that market Attain any internal standards as required by HSBC in that Country At least 5 years of experience in the life insurance industry You’ll achieve more when you join HSBC. www.hsbc.com/careers 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. Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines

Job Advert Details Job Profile 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. Some Careers Grow Faster Than Others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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. Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise and local knowledge, our Banking teams connect clients to the products and services that meet their global financial needs. We are currently seeking a high caliber professional to join our team as a Universal Banker – Ortigas Branch. Work Style: Office Role Purpose A branch based customer facing role primarily focused on generating revenue by meeting customer needs to personal banking and Advance customer segment, may provide service where required. Providing consistently excellent customer experience and encouraging customers to use additional channels where appropriate to ensure delivery of the proposition. Undertakes all product sales except material risk products (where regulation permits) using EDRAS based sales process to discover customer needs. Providing referrals to both Wealth Sales and Branch Specialists based on customer needs. Listed below are the outcomes performed by this role that directly align with key business goals. All performance should be in support of achieving these outcomes: Summary of main activity-areas and accountabilities Engage and Discover Customer Needs on Branch Entry Fulfill Customer Needs Acquire New to Bank Customers Deliver Service Excellence Promote and deliver Digital Engagement Support the Branch Protect the Bank - through vigilance against fraud, Knowing your customer, adhereing to regulations/policies and minimising operational risk BUSINESS GROWTH Achieve your personal WPB performance metrics Meet customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone. Effectively use tools and information to drive customer service delivery and WPB performance In conjunction with the wider team build a high personal and corporate profile in the community where the branch is based Establish and agree customer contact strategies in line with Group operating models Fully utilize Customer Relationship Management data, ensuring all customer information is complete and kept up to date Ensure all available sales and service channels are fully utilized by the customer CUSTOMER SERVICING AND DIGITAL ENGAGEMENT Take ownership for the reason for the customer visit to HSBC and deliver an effective solution Work with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel customer journey Deliver according to published Service Level Agreements and customer standards. Meet customer expectations in terms of efficiency, accuracy, timeliness and professionalism of response either face to face or at the telephone. Pro-actively encourage new and existing customers to register for, and use, alternative delivery channels e.g. Personal Internet Banking/self-service equipment for routine queries/transactions Process account opening and prepare account packets for safekeeping by HOST ACS Manage queue of clients at the branch. TELLERING Process cash / cheque deposits / withdrawals of local and all accepted currencies as well as late cheque deposits Process demand drafts and cashier’s order applications. Evaluate correctness / acceptability of all telegraphic transfers, local payments, GSRT, PDDTS applications, taking into consideration various cut-off times set, prior to forwarding to PAYMENTS for final processing Process foreign currency drafts for CBR / BCC based on set guidelines Process cash / cheque credit card payments Process fund transfers to and from customer’s accounts Prepare required documentation for applications to purchase foreign exchange Maintain an orderly work place and ensure that records are filed systematically to facilitate easy retrieval when the need arises Process entries for account closures, and reactivation of dormant and unclaimed accounts Attend to customers’ enquiries and concerns, and ensure a high level of customer service is provided at all times Qualifications Qualifications Degree holder is preferred Tellering experience, preferred in the Bank Strong knowledge on products and process in WPB, particularly on customer KYC, Anti-Money Laundering, Sanction, and branch process. Prior experiences in Process Review, Service & Operations and/or Product Governance are preferable Good understanding of the FIM, and other external and internal policy related to WPB. Should you wish to learn more about the vacancy, you may reach out to the hiring manager, Mia C VILLEGAS You’ll achieve more when you join HSBC. www.hsbc.com/careers 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. Issued by The Hongkong and Shanghai Banking Corporation Limited.

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. We are currently seeking an experienced professional to join the WPB team. Role Purpose The PRM & SPRM role are client facing roles. Playing a integral part of HSBC RBWM flagship offering of ‘’Premier Banking’’ To grow and nurture HSBC Premier relationships (the HNI segment of the PLB customer base) and achieve business targets as laid down and in accordance with the business plan To facilitate a single point of contact for all Premier customers, anticipate needs and provide required banking/financial advisory services. The jobholder to ensure that high quality customer service is provided to customers in line with Global Premier Service Standards. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals as complied with local regulatory requirement. All this needs to be achieved by keeping the highest standards of integrity towards the bank and clients and the regulatory requirements. Principal Accountabilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals Establish and agree client contact strategies in line with Group operating models Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales Customers / Stakeholders Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvements Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client Leadership & Teamwork To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch RBWM Performance measures and plan to support the multi-channel client journey Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs Operational Effectiveness & Control Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines Agree and manage lending facilities within any agreed Approval Authority (RAA) Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimize loss Adhere to selling process and sales quality requirements Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges The bank seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, cross selling products and services appropriate to client needs in order to enhance that value. In the face of fierce competition in this segment the bank is seeking to grow the significance of this group in their contribution to our business. The Premier segment typically comprises clients with Total Relationship Balances of 25lakhs or more. We should also recognise our responsibility to the community in which we operate and improve the bank’s profile within those communities building economic value for the bank and its shareholders. The range of competitors and products has established an increased financial awareness in clients, creating demand for increased experience and skill at PRM level. A Premier Relationship Manager requires the following key attributes: Excellent sales and people management skills Client driven with a strong focus on quality of service Strong interpersonal communication skills A strong sense of ownership, responsibility and accountability An excellent understanding of financial planning, wealth management and understanding client need The jobholder forms an integral part of the wider HSBC management team. As part of this wider team the jobholder is expected to identify opportunities in their day to day activities that directly or indirectly contribute to the success of colleagues with differing responsibilities, particularly in other areas of HSBC such as Commercial and Private Bank. Role Context The jobholder will own and manage a portfolio of clients with Total Relationship balance of 25 lacs or more The jobholder has prime responsibility for: Maximising growth in their portfolio and achieving the RBWM plan/metrics Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources. Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country Jobholder will hold Lending Approval authorities appropriate to their role. The job holder operates within the approved operating and strategic plan process to develop the RBWM business. Management of Risk Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or any issues raised by regulators in a timely manner. Role Dimensions Portfolio Size of Total Relationship Value of 25 lakhs or more per customer Portfolio Size of Premier clients or number of relationships as dictated by market requirements Growth in Income, balances, clients volumes, number of clients, etc..

Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. 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 . Across Asia, where wealth pools are growing faster than in any other region, . 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. We are currently seeking an experienced person to join the WPB Premier Services Team Role Purpose The HSBC Premier offering is one of the world’s first globally linked banking offerings. And of strategic importance for HSBC, the role requires you to be part of premier relationship team across branches The role provides dedicated support to a team of Premier Relationship Managers (PRM) in the overall achievement of their income plans (covering acquisition, cross sales, retention, and growth of their portfolios) and day to day contact with their clients in the delivery of the proposition objectives In order to deliver client centric service the role also requires you to be a point of contact for clients as and when required and provide customer with a memorable service experience by having a problem solving attitude In addition, the Premier Officer may provide credit/lending support to the PRM if dictated by market requirements. Building an ongoing relationship based on value and service is critical to being successful in this role. In order to deliver a high quality service to our highest value personal clients the role holder will need to demonstrate an extensive knowledge of banking products and services across wealth and retail. Principal Responsibilities Impact on the business Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity 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 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 Clients/Stakeholders 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 minimise referrals to the PRM for routine transactions. 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 Maintains a basic understanding and technical knowledge of relevant products and services Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up Manager the Premier desk (including required contact activity) in the absence of PRM. Assist the PRM in organizing events as and when required. Refer the attrition cases to PRM immediately Coordinate with cross functional teams to manage Premier TAT / customer expectations Leadership and teamwork 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 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. Operational effectiveness and control Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards, regulatory requirements, Group Compliance Policy and Internal Controls. Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling Zero discrepancies on documentation for new Liability & Wealth accounts. Ensure 100% accuracy on all KYC and Non KYC documentation and processing of customer instructions Ensure all entries captured on WMS are error free and that the entries are reconciled everyday. Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times Maintain awareness of operational risk and minimize the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting in accordance with section B.1.2 of the Group Operations FIM. Minimum concurrent audit comments and NIL reminders Ensure NIL frauds for any cases sourced /handled by the branch. Ensure use of RMP for activity management and referring leads to PRMs Comply with the applicable laws, regulations, Group and local guidelines related to Sanctions and AML policy of HSBC while undertaking various day to day operations Remain alert and promptly report to the Sanctions Officer/ INM FCC office/ Line manager ( As applicable and required by the AML and sanction Policy) if a customer is found to be engaging in sanction evasion activities or violations of AML policy or any other related procedures. Understand the legal responsibility to be vigilant for unusual activity and reporting of the unusual activities Support the Country or Regional FCC AML Office/ AML Investigations by providing additional information when required Responsible for attending and successfully completing the AML and Sanctions related assigned training in the mandated timeframe Understanding the consequences of failing to attend or successfully complete the training as mandated by the AML Education Lead FCC; Requesting additional AML training that you deem necessary or appropriate to perform your jobs through your entity manager Demonstrate an understanding of PEP acceptance, prohibition, CDD & EDD guidelines in order to ensure that the INM RBWM is fully compliant with the PEP LoBP. Understand the relatively high reputational risk that arises from any perceived weaknesses in controls in respect of substantial cash deposits or withdrawals activity, wire transfer, monetary instruments and pouch and mail To be aware and Identify high risk indicators for various products and Services offered by INM RBWM example Cash, insurance, credit cards products etc Ensure that all records are obtained in respect of INM RBWM customers or New to bank customer for any products and services provided by HSBC are as per the process laid down. Must ensure that the prescribed process is being followed while dealing with non HSBC customers request for monetary instruments and wire transfers Ensure Adherence to the regulatory guidelines and internal AML & Sanction Policy of HSBC, which includes pouch and mail, monetary instruments, cash services and payment transparency Line of Business Procedures To be aware of AML risk posed by pouch and mail, Monetary instruments, cash services and wire transfer services and should undergo the mandatory training for the same Necessary remediation steps needs to be undertaken in case if there is any breach or non-adherence to the policy laid down in the LoBP Must undertake necessary due diligence to ensure that the nature of the transaction is in sync with the customer profile , else raise it to line manager for further clarification The staff must be aware of the scope of services of various products and services that are offered and those which are prohibited because of the guidelines laid down in the line of Business procedures and must ensure the same is communicated to customer in a effective and polite manner Ensure adequate due diligence is undertaken by the Individual/team to ensure that the nature of the various transactions of wire transfer, cash services, monetary instruments are in sync with customer profile Major Challenges Provide high quality support to PRMs Build extensive knowledge of HSBC systems and procedures in order to handle client needs Proactively help HSBC identify opportunity to improve process efficiencies Sensitively redirect clients to the most effective and efficient channel Support the client in navigating the channel of their choice (to interact with HSBC) effectively and efficiently Ensure the client consistently receives a professional premium service which exceeds their expectations at all times Maintain high standards of control and operational practices in line with HSBC’s expectations Ensuring the highest standards of customer service in terms of timeliness and customer experience. Enhancing customer confidence in the bank’s Global Premier proposition by ensuring the offer of a relevant product suite and supporting this through systematic and regular communication is a key aspect of the role. given the growth aspirations of the WM business, the jobholder is to constantly source, develop and grow Premier relationships in a highly competitive market. The said role requires to balance customer servicing activity along with sales acquisition while ensuring the necessary growth in the existing portfolio coupled with minimal attrition. Another key challenge is to be able to provide superior service to all walk in customers as per guidelines Role Context Premier is a key proposition in the bank’s strategy. Over recent years, our business and organisation has made considerable progress both in our performance versus peer group and in our strategic transformation. Over the medium term we have been improving both our profitability and our ability to meet the needs of our target clients. We have four overriding principles that will apply to the delivery of all propositions, products and services through all channels to all customers at all times: We will treat all customers fairly We will apply the HSBC Group values and business principles in all of our dealings with customers We will meet, or exceed, all local and international laws, regulations, and codes of practice We will deliver services to customers in a manner that provides speed, ease, certainty and empathy Management of Risk (Operational Risk / FIM requirements) Adheres to processes and controls to identify and mitigate risks and ensures timely escalation of control issues and reputation risks. Observation of Internal Controls Maintains HSBC internal control standards and addresses audit points and/or a ny issues raised by regulators in a timely manner. Role Dimensions Has exceptional and updated knowledge of Banking products, systems and processes. Is well organized and depicts professional image Displays extra-ordinary Business focus and customer orientation and provides exemplary service Is self-motivated and has the drive to overachieve on goals and targets set out Displays close bonding with immediate team members and skillful association with support group colleagues

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. 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 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 ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker working together with colleagues to define, manage and achieve divisional business targets. Principal Responsibilities: To increase sales revenue of HSBC’s financial products via various sales activities To build strategic relationship with existing customer and new customers To conduct market reviewing and understand customer’s financial need and requirements To promote and deliver our digital channel and Life Sign Technology to New to Bank or Existing to Bank customers To share digital know-how to customers to create awareness and increase the adoption rate To drive wealth referrals specifically investment needs to Premier colleagues To 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

Some careers open more doors than others. If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking. In Wealth and Personal Banking, we serve 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, Insurance, and Chief Operating Office. We are currently seeking ambitious individuals to join our Wealth and Personal Banking (WPB) team in the role of Mortgage Specialist working together with colleagues to display HSBC Values and achieve Vision to become the world’s leading international Bank. Principal Responsibilities: Responsible to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers. Consistently meet individual performance expectation and strive to achieve highest sales performance. To lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources. To ensure the growth of customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch. The job holder will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs. To ensure high standard of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank’s standard. To ensure all customers information are acquired, updated, stored and maintained accurately. To ensure the requirements of the Sales Quality Standards are met by minimizing errors and breach. To ensure all operational procedures are maintained within stipulated guidelines/regulations, audit requirements, compliance and other procedure manuals pertaining to the job.