Premier Wealth Relationship Manager
Found in: Talent HK C2 - 2 weeks ago
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.
Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager - International
Principal Responsibilities
Manage and support a portfolio of international and/or HK Premier customers Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business Deliver needs-based solutions through effective communication and influencing Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures Requirements Hold relevant HKSI / IIQE Hong Kong qualification Experience working in relevant environment/s, retail banking, relationship management, front office A track record of gaining an understanding of customers' needs and delivering excellent customer service A flexible and adaptable approach to change and will support others to respond in a similar way Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered Knowledge of financial planning and wealth products would be an advantage but not essential-
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