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 (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 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