Job description
Join our fast-growing wealth management teams in Asia
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking a high calibre professional to join our team as a Premier Relationship Manager.
As a Premier Relationship Manager, you will be a trusted adviser to our new and existing Premier customers. Working collaboratively with Investment and Insurance Specialist Team, you will support client’s entire life journey by providing professional and comprehensive financial advice to suit the customer needs. You will also have a dedicated team of Assistant Manager, HSBC Premier who will provide support on contacting clients proactively, handling clients’ banking queries timely and ensuring all the compliance and regulations are met. All these are unique in making your career journey different from any other.
Principal Responsibilities
- Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
- Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
- Demonstrating genuine curiosity about customers, helping them reach their financial ambitions
- Connecting with Product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers
- Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
- Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
- Understanding and adhering to local and global compliance
- Maintaining the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
Requirements
Requirements
- University level education, preferably in finance, business or a related discipline
- Experience in client facing environment, with excellent relationship building capability
- 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 is an advantage
- Holder of relevant insurance and investment licenses
- Candidate without banking background will also be considered
We invite candidates who are not holders of relevant licenses or experience but interested in becoming a Premier Relationship Manager to join our Accelerating Wealth Programme. Learn more at hsbc.com/awpcareers