Premier Relationship Manager 卓越理財客戶經理

5 days ago


Hong Kong Island, Hong Kong SAR China HSBC Full time

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 Relationship Manager.

Principal Responsibilities

  1. Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio.
  2. Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs.
  3. Demonstrating genuine curiosity about customers, helping them reach their financial ambitions.
  4. Connecting with product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers.
  5. Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate.
  6. Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance.
  7. Understanding and adhering to local and global compliance.
  8. Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC.

Remark: multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.

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