Officer, Direct Sales Operations - Wealth & Personal Banking

at  HSBC

Job description

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 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 a high calibre professional to join our team as an Officer, Direct Sales Operations.

Principal Responsibilities

• Ensure smooth and efficient handling of documentation and data entry to support the completion of customer onboarding process
• Track daily sales applications and closures, generating reports for managerial review
• Conduct screening checks and ensure processes are compliant with Group’s standards and control
• Deliver overall administrative assistance to support operational efficiency

Requirements

• Minimum GCE ‘O’/’A’ Level qualifications, with at least 2-3 years’ experience in a support role
• Proactive, energetic and meticulous and able to work independently in a fast-paced environment
• Perform well under pressure
• Proficient with MS Office (i.e. Word, Excel etc.)
• Keen eye for details and able to multi task

To be considered for this role, the relevant rights to work in Singapore is required.

• Ensure smooth and efficient handling of documentation and data entry to support the completion of customer onboarding process
• Track daily sales applications and closures, generating reports for managerial review
• Conduct screening checks and ensure processes are compliant with Group’s standards and control
• Deliver overall administrative assistance to support operational efficienc