Elite Director of Premier Wealth Management

2 days ago


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

We are seeking a highly skilled and experienced professional to join our team as a Elite Director of Premier Wealth Management.

This role will involve managing relationships with our highest value HSBC Premier Elite clients, acquiring, developing, and retaining relationships with a portfolio of clients, and providing financial advice to meet their needs.

The ideal candidate will have a proven track record in client portfolio management, expertise in financial planning and wealth products, and a strong client focus with the ability to develop long-term partnerships.

Key Responsibilities

  1. Manage relationships with high-value HSBC Premier Elite clients
  2. Acquire, develop, and retain relationships with a portfolio of clients
  3. Provide financial advice to meet client needs
  4. Know clients on a personal and professional level to understand their financial goals
  5. Mentor and coach team members to develop their skills

Requirements

  • Bachelor's degree or equivalent experience in finance or a related discipline
  • Proven track record in client portfolio management
  • Expertise in financial planning and wealth products
  • Strong client focus with the ability to develop long-term partnerships
  • Excellent communication skills in English, Cantonese, and Mandarin


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