Premier Relationship Manager

2 months ago


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

About HSBC

HSBC is a leading global banking and financial services organization with a long history of innovation and customer-centricity. Our mission is to open up a world of opportunity for our customers, and we're committed to delivering exceptional service and expertise to help them achieve their financial goals.

About the Role

We're seeking a highly skilled and experienced Premier Relationship Manager to join our team in Hong Kong. As a key member of our Wealth and Personal Banking division, you'll be responsible for developing and maintaining relationships with our high net worth clients, providing personalized financial advice and solutions to meet their complex needs.

Key Responsibilities

  • Develop and execute customized financial plans to meet the needs of assigned Premier clients
  • Provide expert advice on investment and insurance products, as well as other financial services
  • Collaborate with internal teams to deliver seamless and integrated solutions to clients
  • Identify and pursue new business opportunities to grow the Premier client base
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and excellence in service delivery

Requirements

  • University degree in finance, business, or a related field
  • Minimum 3 years of experience in client-facing roles, preferably in wealth management or financial services
  • Excellent communication and interpersonal skills, with a strong ability to build and maintain relationships
  • Strong knowledge of financial markets and products, with a focus on wealth management and investment solutions
  • Fluency in Cantonese and English, with additional languages an asset


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