JOB DETAILS

Sr Customer Development Rep (Calling) Shanghai

CompanyHSBC Global Services Limited
LocationHuangpu District
Work ModeOn Site
PostedJune 14, 2026
About The Company
Opening up a world of opportunity for our customers, investors, ourselves and the planet. We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers. HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
About the Role

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

 

We are currently seeking an experienced professional to join our team.

 

In this role, you will:

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To achieve pre-set sales targets of personal banking products

To conduct needs-based selling activities through effective sales processes

To project a professional image while conducting sales activities

To promptly and effectively respond to customer enquiries, feedbacks and complaints

To prepare and submit sales progress reports on a regular basis

 

 

To be successful in the role, you should meet the following requirements:

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Bachelor degree or above (recognized by the state)

One year or above working experience is preferred

Experience in sales-related function is preferred

Result-driven and able to work under pressure

Firm believer of long-term, ethical client relationship

Strong interpersonal skills and effective presentation skills

Customer-centric service mindset

Good spoken and written English is a plus.

 

 

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised. (Additional text if role is only looking for domestic candidates)

 

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role. (Additional text if role is Enhanced vetting)

 

You’ll achieve more when you join HSBC.

 

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 and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

 

Issued by HSBC Bank (China) Company Limited

Key Skills
Needs-Based SellingSales Process ManagementCustomer Relationship ManagementPresentation SkillsInterpersonal SkillsEnglish CommunicationCustomer ServiceSales Reporting
Categories
SalesFinance & AccountingCustomer Service & Support
Benefits
Professional DevelopmentFlexible WorkingInclusive And Diverse Environment
Job Information
📋Core Responsibilities
The role focuses on achieving sales targets for personal banking products through needs-based selling and effective sales processes. Responsibilities include managing customer enquiries and submitting regular sales progress reports.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
197348
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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