HSBC Group

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.

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 an Accelerating Wealth Program, Premier Relationship Manager (2024 Intake).

Principal Responsibilities

Our Relationship Manager are trusted advisors to our clients. They are the face of HSBC, working with colleagues across the organisation to present products and solutions to meet their clients’ needs. They are skilled communicators who enjoy a sales role and work well under pressure. They pride themselves on high levels of service delivery and combine a keen interest in the financial markets with a desire to develop personal relationships. The principle responsibilities are: 

• This is a client-facing role where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to your success
• Working with your branch colleagues and direct teams, you’ll manage an active portfolio of Premier clients. You’ll regularly review your clients’ portfolios of financial products to ensure they are suitable to meet their needs and, by means of your proactive approach and ability to add value, secure their loyalty
• You’ll upgrade existing HSBC clients to Premier and acquire new ones by understanding their financial needs and establishing yourself as a trusted advisor. Looking for opportunities to conduct wealth reviews with clients and delivering wealth solutions as an adviser are amongst the key activities required to achieve your goals (in line with local regulatory requirements)
• You’ll meet your client’s financial requirements by working with internal business partners (where applicable) and consistently delivering high standards of service quality
• You’ll be accountable for the performance of your portfolio and will need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by HSBC Group
• You’ll refer any non-qualified business to other teams as appropriate, following proposition protocol
• You’ll ensure achievement of the business performance measures and plan (as defined by WPB)
• In delivering the business objectives you’ll maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team. You’ll create and maintain an environment and relationships where you and the wider Branch team maximise performance in achieving the WPB business objectives

You will need to demonstrate the following transferable skills required for the role:

• Connectivity (Level 4 – Effective): Maximising the impact of building new and effective working relationships across international borders
• Communicating with Impact (Level 4 – Effective): Applying the core principles that underpin all forms of communication
• Growth Mindset (Level 4 – Effective): Growth mindset is the personal belief that skills and abilities can be developed through dedication and hard work. A growth mindset is viewing setbacks and failures as building blocks, feedback and insight for future success. Growth mindset is the belief of “not yet.” Through practice, overcoming challenges, and a focus on learning, goals can be obtained with a growth mindset
• Data Literacy (Level 3 – Intermediate): Ability to interpret, understand and communicate data as information
• Critical Thinking (Level 3 – Intermediate): Identifying how to break down complex problem or issue into smaller components, using right questioning techniques to identify root causes and arrive at solutions
• Design Thinking (Level 2 – Capable): Ways of thinking outside the box, for e.g. introducing new and innovative ideas to solve a problem or bring in efficiency

 Eligibility

• Right to work in Hong Kong (based on where you are applying for the role)
• Fluency in English (Note: for Premier Relationship Manager roles in Hong Kong: English and Cantonese are required; Mandarin is desirable.)
• Ensure you have the correct educational requirements to complete licensing examinations. Details of the eligibility requirements at hsbc.com/awpcareers

You’ll achieve more when you join HSBC. 
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.