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Premier Relationship Manager

2 months ago

Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Premier Relationship Manager. As a trusted adviser to our new and existing Premier customers, you will play a key role in developing our Premier customer base and establishing long-term relationships with an assigned Premier clientele portfolio.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with Premier customers, understanding their financial needs and providing tailored solutions to meet their goals.
  • Wealth Management: Manage the total wealth of your clients by matching our financial and investment product solutions to their needs, ensuring they receive expert advice and guidance.
  • Product Knowledge: Stay up-to-date with our financial and investment products, identifying opportunities to promote them to customers and providing advanced technical input to support their needs.
  • Business Development: Identify and pursue new business opportunities, promoting our Premier Service to potential customers and making referrals to other business units where appropriate.
  • Operational Integrity: Ensure compliance with local and global regulations, maintaining the highest levels of operational integrity required by HSBC and adhering to the Business Principles and Values of HSBC.
Requirements
  • Education: University level education, preferably in finance, business, or a related discipline.
  • Experience: Experience in a client-facing environment, with excellent relationship building capability and strong sales and customer orientation.
  • Skills: Good communication and interpersonal skills, high level of customer centricity mindset, and dedication to delivering exceptional quality services for customers.
  • Licenses: Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements.