Direct Fulfillment Officer

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Job Description

Digital Fulfillment Officer (0000JX7D)

Some Careers Prize Diversity More Than Others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an ambitious individual to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.

In this role, you will:

To contribute towards the growth of Direct Channels by contributing towards the growth of revenue in Sales by using the Global Wealth and Personal Banking EDRAS model to ensure a needs based approach is followed, with a pre-defined and agreed ‘Minimum Performance Standards’ achieved which will be measured by a number of Key Performance Indicators (KPIs)

Acquisition of good quality business, good customer service and handling customer contacts through a contact plan within a revenue generating environment, typically on multiple products and or propositions.

Responsible for achieving individual MPS and KPIs whilst maintaining the required sales quality standards and in adherence to the banks behavioral and compliance guidelines.

When required to support different channels within Sales and Distribution.

The role requires being mobile in order to meet customers at their premises or preferred location to secure the required business


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

  • Bachelor’s degree
  • Must be proficient in language(s) required by the process
  • Open to working flexible shifting schedules
  • Must be flexible, customer centric and have the ability to thrive in a team environment seeking feedback and open to development
  • Takes pride in delivering what is promised in line with the customer and service expectations
  • Wants to do a good job, is concerned about getting it right for the customer and checks everything is in order
  • Ability to work in a high-volume, fast paced environment is required
  • Proficiency with personal computers and basic software packages and specialised applications
  • Excellent communication skills and is polite and friendly at all times
  • Displays patience and empathy
  • A knowledge expert who has the ability to teach/mentor others
  • Must be flexible to meet customer needs at customer premises or customer preferred locations as needed.

You’ll achieve more at 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 an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way.

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 The Hong Kong and Shanghai Banking Corporation Limited.