[Skip to main content](#main-content) [ OpenNash ](https://opennash.com/) / [Jobs](https://jobs.opennash.com/) [ 01 Search jobs](https://jobs.opennash.com/search/)[ 02 Companies](https://jobs.opennash.com/explore/)[ 03 Hiring report](https://jobs.opennash.com/reports/hiring/)[ 04 AI assistants](https://jobs.opennash.com/connect/)[ 05 How it works](https://jobs.opennash.com/methodology/) HSBC Holdings · Taipei City, TW # Customer Development Officer Taipei City, TW Full-time Administrative Listed on HSBC Holdings’s official careers site. Posted October 30, 2026. Check that it is still open and apply there. [Apply on HSBC Holdings’s careers site →](https://portal.careers.hsbc.com/careers/job/563774612562485) [OpenNash Jobs](https://jobs.opennash.com/) / [HSBC Holdings](https://jobs.opennash.com/companies/hsbc-holdings/) / Customer Development Officer ## Job description ### Job Summary International Wealth and Premier Banking (IWPB) 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. ### People Responsibility - N - Report to: Customer Development Manager ### Job Content - Execute customer acquisition plans to achieve branch customer acquisition objectives, focusing on acquiring qualified Premier customers through assigned prospects and proactive outbound activity. - Ensure high sales quality by assessing customer eligibility, supporting early-stage customer development, and maintaining required Total Relationship Balance thresholds over sustained holding periods. - Execute performance management against established Key Performance Indicators (KPIs), actively participating in sales reviews and executing individual performance improvement plans accordingly. - Collaborate with assigned branch to monitor customer acquisition progress and facilitate smooth customer handovers to Premier Relationship Managers during the early stages of the customer relationship. - Provide consistently excellent customer onboarding experience to enhance client engagement and brand loyalty. - Active team contributor in fostering an inclusive, high-performing, and customer-centric sales culture within the regional Customer Development Office. - Share market feedback, lead conversion insights, and frontline best practices with peers and team leadership to drive continuous team improvement. - Maintain agility and adaptability in executing acquisition strategies deployed by management across designated branch hubs. - Qualification/License Requirement - Has frontline sales experience in financial services, insurance, premium credit card acquisition, or high-value customer-facing sales roles. - Proven track record in proactive customer acquisition, active outbound lead conversion, and consistently achieving or exceeding individual sales performance targets. - Sales-dominated background with the ability to quickly grasp retail banking and wealth management products, customer segments, and competitive market dynamics. - Strong commitment to customer qualification quality, with the ability to assess customer eligibility, support early-stage customer development and maintain required Total Relationship Balance thresholds over sustained holding periods. - Highly developed interpersonal, communication, and negotiation skills, with the ability to engage high-net-worth prospects and establish client trust rapidly over outbound channels. - Sound understanding of operational risk management, sales compliance, CDD/KYC, and Anti-Money Laundering (AML) standards in daily sales execution. - Good knowledge of digital sales tools, CRM platforms, and lead pipeline management to ensure efficient conversion workflows. ### Pre-requisite License Requirement - Proficiency Test for Trust Operations Personnel (信託業業務人員信託業務專業測驗), Financial Markets and Ethics (金融市場常識與職業道德) ## At a glance - Posted by the employer: Oct 30, 2026 - First seen by OpenNash: Nov 4, 2026 - Last checked: Nov 4, 2026 - Listed for: 5 days - Location: Taipei City, TW - Employment type: Full-time[Apply on HSBC Holdings’s careers site →](https://portal.careers.hsbc.com/careers/job/563774612562485) ## Hiring at HSBC Holdings - Open jobs: 2,530 - New in the last 7 days: After two weekly collections - Tracked since: Oct 13, 2026 [All HSBC Holdings jobs](https://jobs.opennash.com/companies/hsbc-holdings/) · [Weekly hiring report](/reports/hiring/) ## More jobs at HSBC Holdings ### [Fund Service Fund Administration Manager](https://jobs.opennash.com/companies/hsbc-holdings/jobs/0a5efc7bab7467083dc8/) Taipei City, TW ### [Deputy Manager, Fund Operations](https://jobs.opennash.com/companies/hsbc-holdings/jobs/8286612f572be1b0d5cc/) Taipei City, TW ### [Foreign Exchange/Money Market (Interbank) Operations Officer](https://jobs.opennash.com/companies/hsbc-holdings/jobs/fac67fb6965278b2bfa7/) Taipei City, TW ### [Derivative Operations Officer](https://jobs.opennash.com/companies/hsbc-holdings/jobs/a87e196d5cc7aaf8aa31/) Taipei, Taipei City, Taiwan ### [Estágio em Atendimento e Suporte ao Cliente (Middle Office)](https://jobs.opennash.com/companies/hsbc-holdings/jobs/e8897d312615daf9b962/) Sao Paulo, Distrito Federal, Brazil ## Similar jobs at other companies ### [Business Development & Customer Relations Professional](https://jobs.opennash.com/companies/siemens/jobs/d50398b0603ebb8d48c3/) Siemens ### [Trainee (w/m/d) Portfolio Consulting Professional & Business Development – Customer Service](https://jobs.opennash.com/companies/siemens/jobs/b0ceea10becae15dfa77/) Siemens ### [Internship UniCredit Leasing – Products Development & Customer Satisfaction](https://jobs.opennash.com/companies/unicredit/jobs/ec4c31f6117dece1fd0c/) UniCredit ### [Trainee Data & Infrastructure Development for Know Your Customer (f/m/d) - UniCredit Graduate Program](https://jobs.opennash.com/companies/unicredit/jobs/d6b0b8999596ba2eec2b/) UniCredit ### [Internship '27: - Customer Development - Customer Service & Sales Support](https://jobs.opennash.com/companies/unilever/jobs/67b3843a980d961d57ea/) Unilever [Administrative jobs](/functions/administrative/) OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. [ OpenNash ](https://opennash.com/) AI-native services firm that builds custom software and 24/7 AI agents. OpenNash Jobs is an OpenNash Applied AI project. [Book time with OpenNash](https://calendly.com/opennash/new-meeting?hide_gdpr_banner=1) Jobs - [Search jobs](https://jobs.opennash.com/search/) - [Companies](https://jobs.opennash.com/explore/) - [Hiring report](https://jobs.opennash.com/reports/hiring/) - [AI assistants](https://jobs.opennash.com/connect/) - [How it works](https://jobs.opennash.com/methodology/) OpenNash - [opennash.com](https://opennash.com/) - [Services](https://opennash.com/ai-agent-consulting/) - [OpenNash CX](https://opennash.com/cx/) - [AI Tools](https://opennash.com/ai-tools/) - [Blog](https://opennash.com/blog/) - [About](https://opennash.com/about/) Contact - [hello@opennash.com](mailto:hello@opennash.com) - [LinkedIn](https://www.linkedin.com/company/opennash) - [Support](https://jobs.opennash.com/support/) - [Privacy](https://jobs.opennash.com/privacy/) - [Terms](https://jobs.opennash.com/terms/) © 2026 OpenNash, Inc. Company names and public job postings belong to their respective owners. Employers control source availability and application decisions.