Description:
- Build and maintain positive relationships with clients by providing efficient and professional customer service
- Develop existing customer relationships through active management of portfolios, ensuring solutions continually meet customer’s needs
- Attract new customers through referrals, promoting products and service offerings that match their financial needs
- Support banking transactions and handle cash, as required, and sponsor digital engagement where appropriate
- Align with HSBC governing regulations and procedures
- Safeguard the bank by holding difficult conversations with your customers on subjects like Anti-Money Laundering, sanctions, complaint handling, and estate planning
- Act as a Brand Ambassador for HSBC Bank Canada, delivering exceptional customer experiences
Requirements
- 2 years of proven experience in a customer facing role in the banking industry
- Genuine and in-depth curiosity about current financial market and economy
- Sound knowledge of digital banking and technical skills in wealth management
- Passion and pride for continuously delivering an outstanding customer experience
- Second language is an asset
Licencing/Accreditations
- Mutual Fund Licensing achieved (or willing to acquire with HSBC support) via the Investment Funds in Canada Course (IFIC) or Canadian Securities Course (CSC)
- Institute of Canadian Broker certificate of achievement – Advanced Personal Finance (Quebec only)
HSBC Proud
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.