Financial Services Professional

5 days ago


Hong Kong Island, Hong Kong SAR China HSBC Full time
Key Responsibilities:
  • Develop and maintain a portfolio of high-net-worth clients, identifying opportunities to grow their wealth and improve their financial well-being.
  • Maintain up-to-date knowledge of our products and services, using your technical expertise to provide tailored advice and recommendations to clients.
  • Demonstrate a deep understanding of our clients' financial goals and objectives, working closely with colleagues to identify solutions that meet their needs.
  • Promote our Premier Service to potential clients, exploring their needs and making referrals to other business units where appropriate.
  • Support branch improvement initiatives, providing valuable feedback on our service and ensuring compliance with audit requirements and quality assurance standards.


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