Premier Ro Others Rbwm

1 month ago

Ottawa, Canada HSBC Full time

Découvrir un monde rempli de possibilités

La HSBC est une entreprise de services financiers qui sert plus de 39 millions de clients partout dans le monde par l’entremise de ses services, soit les services de gestion de patrimoine et les services bancaires aux particuliers, les services aux entreprises et les services bancaires internationaux et marchés.

Nous sommes là pour mettre à profit notre expertise, nos capacités, notre portée et nos points de vue exceptionnels afin d’offrir un monde de possibilités à nos clients, à nos employés et à nos collectivités.

Gestion de patrimoine et services bancaires aux particuliers

Nous aidons les clients à constituer, à gérer et à protéger leur patrimoine. Nous offrons une gamme de services allant des services bancaires aux particuliers aux prêts et aux prêts hypothécaires, en passant par les produits de placement, d’épargne et de gestion de patrimoine. Grâce à notre réseau international et notre vaste expertise, nous sommes en mesure de soutenir les personnes, les familles, les propriétaires d’entreprise, les investisseurs et les entrepreneurs partout dans le monde.

À propos du poste

L’adresse du succursale: input location

En tant que responsable HSBC Premier, vous traitez les demandes de renseignements des clients concernant le portefeuille de gestion des relations bancaires de façon positive, rapide et appropriée.

Vous trouvez de manière proactive les occasions ou les problèmes, en communiquant avec la direction de la succursale et l’équipe Opérations, services et technologie de la HSBC afin d’améliorer les processus liés aux produits et services.

Responsabilités
- Maintenir une compréhension de base et une connaissance technique des produits et services pertinents.
- Communiquer efficacement et bien travailler avec les autres équipes de la succursale, du Centre de ressources, d’Opérations, services et technologie de la HSBC et d’autres partenaires pertinents qui ont une incidence sur l’expérience du client à la HSBC.
- Gérer efficacement le temps pour soutenir plusieurs gestionnaires de relations bancaires à la fois.
- Respecter la réglementation locale pour tout ce qui touche à la stratégie, aux processus de vente, à la correspondance à l’intention des clients, aux promotions financières, aux activités administratives et au traitement des plaintes.
- Satisfaire aux normes opérationnelles de l’entreprise et travailler en conformité avec les façons de procéder et lignes directrices adoptées - faire preuve d’une grande intégrité en tout temps.

Conditions
- Excellentes aptitudes aux relations interpersonnelles, à la prise de décisions et à l’exécution.
- Minimum de deux ans d’expérience dans le secteur des services financiers.
- Capacité d’offrir l’expérience client requise et de présenter des solutions adaptées aux besoins grâce à une communication efficace, à des techniques d’influence et à des compétences de vente.
- Compréhension des produits de base et connaissance des processus relatifs aux produits de détail et de gestion de patrimoine.
- Connaissance approfondie des façons de procéder propres à l’exploitation de la succursale.
- Excellent esprit d’équipe et habileté à collaborer.
- Maîtrise d’une deuxième langue, un atout.

Permis/accréditations
- Permis de vente de fonds communs de placement obtenu (ou être prêt à l’obtenir avec l’aide de la HSBC) au moyen du Cours sur les fonds d’investissement au Canada (CFIC) ou du cours sur le commerce des valeurs mobilières au Canada (CCVM).
- Cours de développement des compétences relatives aux fonds communs de placement (ou être prêt à le suivre avec l’aide de la HSBC).

La HSBC est fière

La HSBC est déterminée à bâtir une culture qui valorise et respecte les employés et qui tient compte de leurs opinions. Nous sommes fiers d’offrir un milieu de travail qui favorise le perfectionnement professionnel continu et les modalités de travail flexibles, en plus de vous permettre de vous épanouir dans un milieu qui encourage l’inclusion et la diversité.

l ne s’agit pas du poste idéal pour vous, nous vous invitons à vous inscrire à notre communauté des talents pour recevoir des offres d’emploi et de l’information sur des événements professionnels dans votre domaine. Nous sommes toujours à la recherche de personnes motivées et ambitieuses pour nous aider à construire la banque de demain.

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