Officer, Customer Experience and Portfolio Management

We are currently seeking a high calibre professional to join our team as an Officer, Customer Experience and Portfolio Management.

In this role you wiil need:

• Responsible for Client Relationship & Business Support; p rovide operational Support for Relationship Managers (RMs) and a ssist RMs in client reviews, including retrieving transaction records and preparing necessary documentation
• Handle referrals from business partners, coordinating solutions to meet client needs
• Support RM to handle customers' general banking inquiries, resolving issues efficiently
• Conduct follow-up calls for proactive customers management, identifying referral opportunities for new business
• Investigate and resolve client inquiries by liaising with internal departments, ensuring accurate and timely feedback
• Provide input and suggestions for process improvements, risk controls, and operational efficiency
• Responsible for Compliance & Risk Management; f ollow the latest regulatory, compliance, and internal control requirements
• Assist in monitoring and reporting any operational risks or process gaps

To be successful you will need:

• Customer focused and have strong interpersonal and problem-solving skill
• Good understanding of general banking products and services as well as having sound knowledge in using bank operating systems
• Good understanding on credit assessment or operations, approval process and security documentation is preferred, but not essential
• Able to organize and deliver results under pressure
• Fluent in spoken and written English with knowledge in Putonghua is an advantage
• Proficient in using Outlook, Microsoft Word, Excel and PowerPoint

Opening up a world of opportunity

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.

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