Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel jobs in United States
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HSBC · 3 months ago

Assistant Manager, Wealth & Personal Banking - Contact Centre and Remote Channel

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
date3+ years exp

HSBC is a global bank dedicated to providing exceptional wealth management and retail banking services. They are seeking an Assistant Manager for their Wealth & Personal Banking division, responsible for handling inbound calls, mentoring agents, and ensuring compliance with banking regulations.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Handle inbound calls from Premier Customers. Provide quality services and resolve customer’s queries
Listen to our customers, understand their needs, and recommend appropriate financial services and solutions
Assist Senior Team Managers in leading and mentoring the agents to enhance their capabilities and professionalism; and empowering the agents to optimize the efficiency of their performance
Handle disputes and customer complaints or suspected fraud cases as and when required
Deliver upon quantitative and qualitative key performance indicators, in line with business strategies and regulatory requirements
Comply with procedures, policies and regulatory requirements to safeguard customers’ and the bank’s interests

Qualification

Customer service experienceHKSIIIQE licensesRetail Banking knowledgeCommunication skillsProficient in EnglishProficient in ChineseMandarin languageProblem-solving skills

Required

Proficient in written and spoken English and Chinese, Mandarin is an advantage
3+ years' relevant customer service experience in banking and financial institution environment/ contact center is preferred
License holder of HKSI 1,7,8 and IIQE 1, 2, 3 and compliance with related Continuing Professional Development (CPD) requirements
Strong customer service mind-set and high dedication to service excellence. Strong communication and problem-solving skills
Sound knowledge of Retail Banking and Wealth Management financial products
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement

Preferred

3+ years' relevant customer service experience in banking and financial institution environment/ contact center is preferred
Candidate with less experience will be considered for a Senior Wealth & Personal Banking Executive role

Company

HSBC

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HSBC is a banking and financial services organization that offers a range of services such as investment banking and asset management.
dateFounded in 1865
location
London, England, GBR
people-size10001+ employees
web-link
http://www.hsbc.com

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
CEO

Recent News

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Company data provided by crunchbase