Direct Fulfilment Officer

Digital Fulfillment Officer (0000JU2J)

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