Premier Wealth Relationship Manager

3 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Unlock Your Potential as a Premier Wealth Relationship Manager

At HSBC, we're committed to helping our customers achieve their financial goals. As a Premier Wealth Relationship Manager, you'll play a key role in delivering exceptional customer service and providing tailored wealth management solutions to our high-net-worth individuals.

Key Responsibilities:
  • Manage a portfolio of international and/or HK Premier customers, providing holistic financial advice and support through key life events.
  • Conduct in-depth reviews to identify personal and financial needs, delivering a consistent and tailored wealth management and financial planning service.
  • Advise on a range of products and services, including HSBC manufactured products and those provided by external partners.
  • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business.
  • Deliver needs-based solutions through effective communication and influencing.
  • Adhere to HSBC policy, procedures, and control requirements, raising any concerns about actual or potential issues promptly.
Requirements:
  • Hold relevant HKSI / IIQE Hong Kong qualification.
  • Experience working in relevant environments, retail banking, relationship management, and front office.
  • A track record of gaining an understanding of customers' needs and delivering excellent customer service.
  • A flexible and adaptable approach to change, supporting others to respond in a similar way.
  • Both spoken and written English communication skills, with experience of adapting your style and approach to the audience and message.
  • Knowledge of financial planning and wealth products would be an advantage but not essential.


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