{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/title/personal-financial-services-representative"},"x-facet":{"type":"title","slug":"personal-financial-services-representative","display":"Personal Financial Services Representative","count":1},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_fe9c0c08-34d"},"title":"Personal Financial Services Representative","description":"<p>We are seeking a Personal Financial Services Representative to join our team. As a key member of our retail banking branches, you will provide high-quality professional services to meet and exceed customer service standards.</p>\n<p>Your primary responsibilities will include:</p>\n<ul>\n<li>Working closely with Sales Floor Managers and Branch Customer Services Managers to achieve key performance indicators (KPIs)</li>\n<li>Ensuring seamless service to customers visiting branches</li>\n<li>Delivering quality services to customers to ensure customer satisfaction and achievement of service standards</li>\n</ul>\n<p>You will also contribute to the successful implementation of wealth management service strategy by:</p>\n<ul>\n<li>Acting as a backup to partnered Personal Relationship Managers (PRMs) to ensure continuity of customer service</li>\n<li>Managing Premier room resources and safety deposit boxes</li>\n<li>Delivering quality services to Premier customers to ensure customer satisfaction</li>\n</ul>\n<p>In addition, you will identify service and business potentials and make referrals to PRMs accordingly, and assist with branch operational tasks, excluding counter teller services.</p>\n<p>To be successful in this role, you will need to be equipped with multi-service skills and maintain flexibility in service task rotation and assignment.</p>\n<p>Requirements:</p>\n<ul>\n<li>CXO degree or higher</li>\n<li>Financial industry work experience</li>\n<li>Good interpersonal and communication skills</li>\n<li>Active and proactive with business potential</li>\n<li>Familiarity with banking regulations and financial industry systems</li>\n<li>Basic English communication skills</li>\n</ul>\n<p>License/Qualification Requirement:</p>\n<ul>\n<li>Trustee industry business personnel</li>\n<li>Band 7 requires foreign exchange business handling and auditing personnel certification and bank internal control and internal audit examination or actual handling of internal audit work for over one year</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_fe9c0c08-34d","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610810964?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["大專以上畢","具金融業工作經驗","良好人際互動、溝通及解決問題能力","積極主動、有業務潛質","熟悉銀行法規及金融業系統","具基本英文溝通能力尤佳"],"x-skills-preferred":[],"datePosted":"2026-04-27T14:07:20.098Z","employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"大專以上畢, 具金融業工作經驗, 良好人際互動、溝通及解決問題能力, 積極主動、有業務潛質, 熟悉銀行法規及金融業系統, 具基本英文溝通能力尤佳"}]}