Elite Wealth Management Director Position

1 month ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Company Overview

Wealth and Personal Banking (WPB) at HSBC is dedicated to delivering exceptional wealth management services to our clients. Our global network and expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Job Description

We are currently seeking a highly skilled professional to join our team as an HSBC Premier Elite Director. This role involves managing relationships with our highest-value clients, acquiring and developing new relationships, and helping clients articulate their needs to exceed expectations.

As a Premier Elite Director, you will be part of our exclusively chosen relationship manager team assigned to top-notch HSBC Premier Elite clientele portfolios. You will work collaboratively with the Investment and Insurance Specialist Team to support clients' entire life journeys and have a dedicated team of HSBC Premier Elite Assistant Managers to partner with on executing client transactions and ensuring smooth service delivery.

This role offers a unique opportunity for career growth and development, with mentorship and coaching opportunities to develop your skills and expertise.

Required Skills and Qualifications

To succeed in this role, you will need:

  • Bachelor's degree or equivalent experience, preferably in finance, business, or a related discipline
  • Solid years of experience in relationship management and managing ultra-high net worth client portfolios in the financial sector
  • Proven track record in client portfolio management
  • Evidence of strong client recommendation and sales results in wealth products
  • Expert knowledge in financial planning and wealth products
  • Sound knowledge of macroeconomics and microeconomics, as well as local market developments
  • Expert knowledge of external regulatory frameworks relevant to wealth management
  • Strong client focus and ability to develop long-term partnerships with clients
  • Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
  • Demonstrated proactiveness and skills in mentoring and coaching other colleagues
Benefits

HSBC offers a competitive salary package, including a base salary of approximately HKD 450,000 - 550,000 per annum, depending on experience. In addition, you will receive a range of benefits, including:

  • A comprehensive bonus scheme
  • Ongoing training and development opportunities
  • A supportive and inclusive work environment
  • Access to cutting-edge technology and tools
Location

This role is available across multiple locations in Hong Kong, Kowloon, and New Territories. We offer flexible working arrangements to ensure that you can balance your work and personal life effectively.



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