Future Trusted Advisor(汇丰银行（中国）有限公司北京分行，零售银行及财富管理业务部)

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 managers 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, 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：

The key objective of "Future Trusted Advisor" (FTA) is to provide high calibre with a structured fast track program to enhance their careers by preparing them to be Premier Relationship Officer(PRO) in support of HSBC RBWM’s business growth strategy in China. FTA shall develop fundamental knowledge and cultivate sound skills in order to effectively perform the role of PRO RBWM.
The program consists of several structured activities over a 12 month period that includes comprehensive training, mentoring and job rotation.
Throughout the 12-month training programme, the FTA will support his/her line manager and contribute to the realization of the team’s goals

Qualifications - External
To be successful in the role, you should meet the following requirements:

Newly graduate from the university or have less than 1 year working experience
-Open-minded and willing to embrace sales challenges
-Highly driven and self-motivated
-Good interpersonal and communication skills

Learning, development and support
The programme consists of several structured activities over a 12 month period that includes:
-Robust Selection Process
-Structured training and job rotation plan
-Mentoring
-Assessment upon completion of programme
-Promotion or continued development

You are expected to demonstrate the below capabilities which are critical to the Premier Relationship Manager role by the end of the programme:
1. Customer Focus
2. Achieving Excellence
3 Understanding Markets and Customers
4. Strengthening Customer Relationships
5. Finding and Developing Business
6. Portfolio Management
Upon successful completion of the programme, RBWM will provide you with a well-defined career path to accelerate your development through broad exposures.


You’ll achieve more when you join HSBC.
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Issued by HSBC Bank (China) Company Limited