Job description
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our
customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In this role, you will:
| Delivering a consistent and tailored wealth management service to our most valuable Premier clients Developing long-term, in depth client relationships with clients Acquiring new clients with proactive strategic financial planning to maintain and grow wallet share Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the IWPB strategy in their country |
Requisitos
To be successful in the role, you should meet the following requirements:
Bachelor's degree or equivalent experience.
Minimum of eight years proven and progressive financial services, and at least 3 years as Relationship Manager.
Evidence of strong client recommendation and sales results in wealth products.
Equivalent relationship management experience in managing high net worth client portfolios preferred.
Expert knowledge in financial planning and wealth products.
Sound knowledge of the impact of macroeconomics/microeconomics/local market developments.
Expert knowledge of external regulatory framework relevant to wealth management.
If internal, in-depth understanding of HSBC Global House Views.
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.
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Able to communicate well in English and local languages.
You’ll achieve more when you join HSBC.
www.hsbc.com.cn/careers
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Issued by HSBC Bank (China) Company Limited