HSBC | Premier Relationship Manager 卓越理財客戶經理

3 days ago

hong kong, Hong Kong SAR China HSBC Full time

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your 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 卓越理財客戶經理 .

As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier customers. Working collaboratively with the Investment and Insurance Specialist Team, you will support the 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 Managers to provide support on contacting clients proactively, handling clients’ banking queries timely and ensuring all 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 on 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 adhering 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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