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.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

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

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
Requirements

Requirements

Knowledge & Experience / Qualifications

  • Considerable 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
  • Mandarin skills are essential

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. 

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