Frontline Officers Wealth and Personal Banking - HSBC Egypt

Role Overview

This role is a customer facing role with personal banking customers who make a significant contribution to the HSBC Retail Banking Wealth Management (RBWM) business.

Completion of full reviews to establish and address personal banking customers immediate and future financial requirements as the primary contact with those customers. Responding to a combination of ‘walk in’ customers and creating opportunities from centrally created contact lists are main sources of the job holder’s activity. 

The job holder will need to understand and deliver the standards of service quality required, maintaining published Service Level Agreements.

Duties & Responsibilities

The jobholder has prime responsibility for:

• Understanding and meeting customer needs, maximizing the opportunities for HSBC to achieve the RBWM plan/metrics
• Leading the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources.
• Compliance with the relevant Group standards and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
• Whilst the job holder does not have a direct portfolio of customers, they are responsible for generating leads and sales from the Personal Banking proposition and making referrals to Wealth
• The jobholder will hold Lending Approval authorities appropriate to their role.
• The job holder operates within the approved operating and strategic plan process to develop the RBWM business.