Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. 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, [1]insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

完成精确和有效的柜台业务并向客户提供高标准的专业服务；

通过提供一站式的柜台服务建立并与客户保持良好的关系；

独立介绍并推广产品给有需求的客户；

报告客户反馈和收集市场信息以寻求持续的客户关系；

熟悉本地规章、规则和内部指引，对任何可疑的洗钱活动保持警惕并上报给监管机构；

紧密联系其他业务条线、企业内部相关部门和同事。

[1][1]