HSBC | Senior Relationship Manager
5 hours ago
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.
HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.
We are currently seeking a high caliber professional to join our team as Senior Relationship Manager.
Role PurposeThe Senior Relationship Manager (SRM) is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative support. Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services. Establishes new relationships and manages existing relationships in order to generate new AUM and Revenue. Co-operates with platform manager to clear pending items, improve quality and resolve problems.
Principal Accountabilities Impact on the Business- Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network.
- Has regular contact and meetings with clients.
- Ensures client’s objectives are met through an appropriate selection of products within the client portfolio.
- Ensures clients are aware of their level of risk.
- Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities.
- Provides coaching and guidance to other RM’s and creates opportunities to develop their knowledge and experience level.
- Lead by example by exhibiting behaviours consistent with HSBC values.
- Provide assistance to fellow Relationship Managers.
- Work closely with other Bank Departments.
- Works closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
- Ensures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests).
- Minimize operational losses.
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hong kong, Hong Kong SAR China HSBC Full timeSome 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 Life is a...
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