Sales and Retention Consultant

About the role

International Wealth and Premier Banking (IWPB) at HSBC is seeking a Sales and Retention Consultant. The role engages new and existing customers through non face-to-face channels on their loan and credit card needs, and recommends the best loan and card arrangements based on customer needs.

Key responsibilities

• Engage new and existing customers via non face-to-face channels on their loan and credit card needs
• Identify and recommend the best loan and card arrangement based on customer needs
• Support customers in completing the application and onboarding process using digital journeys
• Deliver consistent, best-in-class customer service
• Meet HSBC compliance and control standards

Required profile

• Communicator: able to express yourself clearly to give customers the best experience, proficient in Mandarin and English
• Motivated and resilient, thriving in a fast-paced, disciplined environment
• Empathetic and energetic, listening to understand client needs and building strong relationships
• Team player who works independently and collaborates with others
• Prior sales experience is advantageous but not essential

Required skills

• Basic computing skills such as Microsoft Word and Excel
• Proficiency in Mandarin and English