Premier Elite Relationship Manager

Premier Elite Relationship Manager - Hong Kong Business role at HSBC Join HSBC and fulfil your potential with opportunities, support, and rewards that help you stand out in your career. Wealth and Personal Banking (WPB) delivers on HSBC’s purpose of opening up a world of opportunity by providing 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. We are currently seeking a high‑calibre professional to join our team as a HSBC Premier Elite Director . As a HSBC Premier Elite Director, you will work closely with an experienced Investment and Insurance Specialist Team to support clients’ entire life journey. You will manage a portfolio of HSBC Premier Elite clients, collaborate with internal partners, and mentor team members to deliver best‑in‑class service. Principal Responsibilities Manage relationships with our highest‑value HSBC Premier Elite clients. Acquire, develop and retain relationships with a portfolio of HSBC Premier Elite clients. Help clients articulate their needs and deliver on exceeding client expectations. Know clients on a personal and professional level to understand their short‑ and long‑term financial goals. Provide financial advice that leads to highly individualized strategies aimed at wealth creation and capital preservation. Achieve agreed key performance indicator objectives and profit growth through development of existing and new HSBC Premier Elite client relationships. Increase client loyalty by meeting their needs directly or through effective, proactive collaboration with other internal business partners. Mentor and coach paired team members through daily activity planning, prioritization, skills transfer, and mindset motivation. Complete line‑manager responsibilities for managing designated support staff and mobilising resources to provide best‑in‑class service to HSBC Premier Elite clients. Develop HSBC Premier Elite team culture and build a strong sense of team spirit to increase team loyalty to the Bank. Understand and adhere to local and global compliance requirements. Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC. Qualifications Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline. Solid years of experience in relationship management and managing ultra‑high net worth client portfolios in the financial sector. Proven track record in client portfolio management. Evidence of strong client recommendation and sales results in wealth products. Expert knowledge in financial planning and wealth products. Sound knowledge of the impact of macroeconomics or microeconomics or local market developments. Expert knowledge of external regulatory framework relevant to wealth management. Strong client focus and ability to develop long‑term partnerships with clients. Ability to deliver needs‑based solutions through effective communication, influencing, and sales skills. Demonstrate proactiveness and skills in mentoring and coaching other colleagues. Be ambitious about providing the highest standards of delivery to colleagues and clients. Be authentic and show ability to engage with colleagues and clients to deliver at pace. Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment. Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements. Excellent communication skills in English, Cantonese and Mandarin. More experienced candidates will be considered for the role of HSBC Premier Elite Senior Director. Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories. The employment is subject to the Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to You’ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and their 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 . #J-18808-Ljbffr