HSBC Group

GCB 5 

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC.

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as a Premier Relationship Director.

Principal Responsibilities

• Manage and support a portfolio of HNW international and/or HK Premier customers
• Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
• Deliver needs-based solutions through effective communication and influencing
• Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures

• Hold relevant HKSI / IIQE Hong Kong qualification
•  Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
•   A track record of gaining an understanding of customers' needs and delivering excellent customer service
•   A flexible and adaptable approach to change and will support others to respond in a similar way
•   Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered
•   Knowledge of financial planning and wealth products would be an advantage but not essential

When applying, please submit a full resume and attach your appraisal reports for the last two performance years. Your local internal application policy should be followed. For internal applicants in Hong Kong with less than twelve months in their current role, please also obtain and enclose the endorsement from your current line manager in the application as well; for more information, you can visit HRDirect and search for content "HKG: Do I need any approval to look for internal career opportunities?".

You’ll achieve more at HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.