Trilingual Investment Services Representative

2 weeks ago

Richmond Hill, Canada HSBC Full time

Opening up a world of opportunity.

We're a financial services organization serving more than 39 million customers across the globe through our Wealth & Personal Banking, Commercial Banking and Global Banking & Markets businesses.

We’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of new opportunities for our customers, our people and our communities.

Wealth and Personal Banking

We help clients to manage, protect and grow their wealth. We offer a range of services from personal banking, mortgages and loans to investment, savings and wealth management products. Our international network and breadth of expertise enables us to support individuals, families, business owners, investors and entrepreneurs around the world.

About the role

Office: Richmond Hill, ON

Provide exceptional client services and ensure client satisfaction by attending to clients’ needs in an efficient and professional manner. Take ownership of all calls and resolve/follow-up all client issues accordingly as well as pro-actively identify and analyze customer needs and cross-selling opportunities to ensure high client service levels, growth and retention of business.

Training: Conducted in-office and at the conclusion of training the role offers Hybrid work model (2-3 days in office).

**Responsibilities**:

- Verify credit and compliance policies for each client account prior to executing various investment transactions effectively and accurately.
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
- Maintain strong relations with HSBC colleagues and act as liaison between areas
- Promote an environment that supports diversity and reflects the HSBC brand.
- Adhere to policies, standards and procedures established by the Firm and regulatory bodies.
- Strive for continuous improvement in client service as measured by Quality Call Standards.
- Achieve and maintain strong industry product knowledge through mandated continuing education requirements. Maintain solid understanding and awareness of internal policies, procedures and new initiatives
- Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks.
- Complete other responsibilities, as assigned.

Requirements
- Previous experience working directly in a highly client driven environment, typically acquired with at least 1 year experience in a call center environment.
- Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Examination (CPH) or registered with the IIROC is required.
- Completion of/in the process of completing the Derivatives Fundamentals and Options Licensing Course (DFOL) is an asset.
- Must be fluent in English, Mandarin and Cantonese.
- Must be available to work Monday to Friday between 8am to 8pm.
- Working knowledge of the fundamentals/techniques of equity, fixed income, option, and mutual fund trading, and the applicable rules & regulations sufficient to trade securities for the public.
- Working knowledge of the marketplace, including current conditions & trends in the Canadian & U.S. stock and bond markets.
- Sales Experience is an asset
- Well-developed organization and prioritization skills. Proven ability to juggle multiple tasks within a dynamic deadline environment. Demonstrates tact and diplomacy.

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.

If this is not the ideal role for you, we invite you to sign up here to our Talent Community so we can update you about job opportunities and career events in your area of interest. We are always looking for people with purpose and ambition who can help build the bank for the future.

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