Strategic Wealth Advisor

1 month ago


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

As a Premier Relationship Manager at HSBC, you will be a trusted adviser to our new and existing Premier customers. You will work collaboratively with Investment and Insurance Specialist Teams to support clients through their entire life journey, providing professional and comprehensive financial advice tailored to their needs. You will also have a dedicated team to provide support in contacting clients proactively, handling banking queries, and ensuring compliance with regulations.

Key Responsibilities
  • Develop and establish long-term relationships with an assigned Premier clientele portfolio.
  • Manage the total wealth of clients by matching our financial and investment product solutions to their financial needs.
  • Demonstrate genuine curiosity about customers, helping them reach their financial ambitions.
  • Connect with Product Specialists to provide advanced technical input to identify and fulfill multiple needs with customers.
  • Promote our Premier Service to potential customers, exploring their needs, and making referrals to other business units where appropriate.
  • Support branch improvement initiatives, provide customer feedback on our service, and ensure compliance with audit requirements and quality assurance.
  • Understand and adhere to local and global compliance.
  • Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.
Requirements
  • University level education, preferably in finance, business, or a related discipline.
  • Experience in a client-facing environment, with excellent relationship-building capabilities.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers.
  • Good understanding and strong interest of the financial markets.
  • Mature and independent mindset, able to work effectively under pressure.
  • Strong commercial orientation with acute interpersonal skills.
  • Fluency in Cantonese and English, with additional languages an advantage.
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements.


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