Job ref no.: 0000IFCM

Director Relationship Management, HSBC Jade - Wealth and Personal Banking


Some careers have more impact than others. 

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

We are currently seeking a high calibre professional to join our team as a Director Relationship Management, HSBC Jade.

Principal Responsibilities

  • Manage relationship with our highest value HSBC Jade clients
  • Acquire, develop and retain relationships with a portfolio of HSBC Jade clients
  • Help clients to articulate their needs, and deliver to exceed client expectations 
  • Know clients on a personal and professional level to understand their short and long term financial goals
  • Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
  • Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBC Jade client relationships
  • Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
  • Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation
  • Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to Jade clients
  • Develop Jade team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
  • Understand and adhere to local and global compliance
  • Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC


  • Bachelor’s degree or equivalent experience 
  • Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
  • Proven track record in client portfolio management
  • Evidence of strong client recommendation and sales results in wealth products
  • Expert knowledge in financial planning and wealth products
  • Sound knowledge of the impact of macroeconomics or microeconomics or local market developments
  • Expert knowledge of external regulatory framework relevant to wealth management.
  • Strong client focus and ability to develop long term partnerships with clients
  • Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
  • Demonstrate proactiveness and skills in mentoring and coaching other colleagues
  • Be ambitious about providing the highest standards of delivery to colleagues and clients
  • Be authentic and show ability to engage with colleagues and clients to deliver at pace
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • Holder of relevant insurance and investment licenses
  • Excellent communication skills in English, Cantonese and Mandarin
  • More experienced candidates will be considered for the role of Senior Director, HSBC Jade

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 an 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 The Hongkong and Shanghai Banking Corporation Limited.


More job information
Job ref no. 0000IFCM
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 2 years - 3 years
Career Level
  • Senior management level
  • Degree