Job description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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 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 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 a Senior Relationship Manager.
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:
Key activities and decision making areas
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
Requisitos
Knowledge & Experience
- 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.