Job description
Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as Senior Relationship Manager, Global Private Banking.
Role Purpose
- The Senior Relationship Manager (SRM) is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative support
- Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
- Establishes new relationships and manages existing relationship in order to generate new AUM and Revenue
- Co-operates with platform manager to clear pending items, improve quality and resolve problems
Principal Accountabilities
Impact on the Business
- Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network
Customers / Stakeholders
- Has regular contact and meetings with clients
- Ensures client’s objectives are met through an appropriate selection of products within the client portfolio
- Ensures clients are aware of their level of risk
- Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities
Leadership & Teamwork
- Provides coaching and guidance to other RM’s and creates opportunities to develop their knowledge and experience level
- Lead by example by exhibiting behaviours consistent with HSBC values
- Provide assistance to fellow Relationship Managers
- Work closely with other Bank Departments
Operational Effectiveness & Control
- Works closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
- Ensures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)
- Minimize operational losses
Requisitos
Knowledge & Experience / Qualifications
- At least 10 years of relationship management experience in the banking sector
- Proven track record in asset gathering, asset growth and revenue generation
- Excellent commercial and negotiation skills
- Highly developed communication skills for use in direct client contact and problem solving
- Ability to provide strong financial and statistical analysis.
- Strong customer service focus
- Attention to detail and the ability to think creatively to solve problems
- Excellent understanding of financial markets and products
Opening up a world of opportunity
http://www.hsbc.com/careers
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.