Premier Relationship Manager 卓越理財客戶經理

4 weeks ago

Hong Kong, Hong Kong SAR China HSBC Full time
Job description

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier customers. Working collaboratively with Investment and Insurance Specialist Team, you will support client’s entire life journey by providing professional and comprehensive financial advice to suit the customer needs. You will also have a dedicated team of Assistant Manager, HSBC Premier who will provide support on contacting clients proactively, handling clients’ banking queries timely and ensuring all the compliance and regulations are met. All these are unique in making your career journey different from any other.

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
  • Demonstrating genuine curiosity about customers, helping them reach their financial ambitions
  • Connecting with Product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers
  • 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
  • Understanding and adhering to local and global compliance
  • 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

Requirements
  • University level education, preferably in finance, business or a related discipline
  • Experience in client facing environment, with excellent relationship building capability
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Good understanding and strong interest of the financial markets
  • Mature and independent mindset, able to work effectively under pressure
  • Strong commercial orientation with acute interpersonal skills
  • Fluency in Cantonese and English, with additional languages is an advantage
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
  • Candidate without banking background will also be considered
To understand why our Wealth colleagues like working at HSBC, please visit

www.hsbc.com/wealth-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.

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