Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel jobs in United States
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HSBC · 2 months ago

Senior Wealth and Personal Banking Executive - Contact Centre and Remote Channel

HSBC is a leading international bank dedicated to providing exceptional financial services. They are seeking a Senior Wealth and Personal Banking Executive to handle inbound calls and provide high-quality service to top-tier customers, ensuring their enquiries are effectively resolved and maintaining high customer satisfaction.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Handle inbound calls and provide high-quality service to Top-tier customers by effectively resolving their enquiries, and deliver professional written communication via digital service channels to ensure a high level of customer satisfaction
Interpret and analyze customer enquiries from vocal and digital channels to understand their needs while actively listening to provide tailored recommendations and offer appropriate financial products, services, and solutions
Achieve individual performance expectation, develop your career with a clear progression path
Benefit from extensive training, learning opportunities, support from your peers and managers and exposure to a wide variety of financial products, services and technologies

Qualification

Fluency in CantoneseFluency in EnglishFluency in MandarinDigital platform proficiencyWritten communicationCustomer service experienceComputer literacyHKSI/IIQE licensing

Required

Higher Diploma or above
Fluency in Cantonese, English and Mandarin and ability to read and write in Chinese and English
Strong written communication skills in local language and English with good use of grammar and vocabulary to effectively service customers
Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese
Candidates should be computer literate and capable of using and navigating through multiple computer systems and applications
Banking experience is not essential. We will provide comprehensive training to help you progress in your career and gain your professional licensing qualifications
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement

Preferred

Candidate with customer service experience is preferred
License holder of HKSI 1,7,8 or IIQE 1, 2, 3 is preferred

Company

HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.

H1B Sponsorship

HSBC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (65)
2024 (47)
2023 (97)
2022 (81)
2021 (122)
2020 (123)

Funding

Current Stage
Public Company
Total Funding
$12.33B
2025-12-01Post Ipo Debt· $1.45B
2025-09-10Post Ipo Debt· $1.5B
2025-03-03Post Ipo Debt· $6.5B

Leadership Team

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Elie El Asmar
Chief Executive Officer
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Georges Elhedery
chief financial officer
Company data provided by crunchbase