Senior Customer Development Representative (Calling)

About the role

HSBC International Wealth and Premier Banking is looking for an experienced professional to acquire new‑to‑bank customers in Shenzhen. The role focuses on converting central and self‑generated leads while building strong relationships with internal business areas.

Key responsibilities

• Acquire new‑to‑bank (NTB) customers using central leads and self‑generated leads.
• Develop strong working relationships with relevant business areas such as WPB and Marketing.
• Create an excellent first impression to deepen customer relationships.
• Deliver fair outcomes for customers and maintain orderly market operations.
• Support HSBC’s vision, values and culture through personal responsibility and mandatory training.
• Contribute to team development by sharing knowledge and best practices.
• Adhere to HSBC policies, procedures and control requirements, raising concerns promptly.
• Continuously monitor information to assess impacts, risks and opportunities for the business.

Required profile

• Sound knowledge of deposits, mortgages and related banking products.
• Understanding of banking regulations, consumer trends, competitor offerings and economic/foreign‑currency markets.
• Strong presentation and sales skills.
• Proficiency in objection handling techniques.
• Excellent interpersonal and communication abilities.
• Customer‑service orientation.