Job ref no.: 230578276-0000F4Z8
HSBC

Premier Relationship Manager - Wealth and Personal Banking

HSBC

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.If so, one of ourResourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.


Join our fast-growing wealth management teams in Asia


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. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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 a high calibre professional to join our team as a Premier Relationship Manager.


Principal Responsibilities 


  • Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio

  • Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs

  • Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

  • Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

Requirements 


  • Solid experience in high net worth client facing environment at a financial institution 


  • Advanced knowledge of wealth management products, both investment and insurance 


  • Mature and independent mindset, able to work effectively under pressure 


  • Strong commercial orientation with acute interpersonal skills 


  • Holder of relevant insurance, investment and Mandatory Provident Fund licenses


  • Certified Financial Planner or Certified Financial Marketing Planner accreditation or other relevant qualification an advantage


  • Fluency in Cantonese and English, with additional languages an advantage 


  • University level education, preferably in finance, business or a related discipline 

You’ll achieve more when you join HSBC. 
http://www.hsbc.com/careers


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


 


AW2021RMHK


More job information
Job ref no. 230578276-0000F4Z8
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 4 years - 19 years
Career Level
  • Middle management level
Education
  • Degree