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Junior Relationship Manager Private Bank UK

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 7 days ago

No clicks

**Junior Relationship Manager - Private Bank UK** Grow HSBC's UK private banking franchise focusing on High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients with an Asian nexus. **Originate** new business through your external network, **manage** client relationships, and **deliver** comprehensive wealth management solutions including investment, lending, and wealth planning. **Maintain** strong risk and control discipline adhering to KYC/CCR requirements and UK regulatory standards. Requires proven **Asian Private Banking** experience, successful **client acquisition** through an external network, and **UK FCA RDR Level 4 qualification**. Fluent in both spoken and written English and Mandarin or Cantonese. Strong interpersonal skills and willingness to meet demanding acquisition targets.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United Kingdom

Full Job Description

HSBC Private Bank is looking for a Junior Relationship Manager to help grow our UK Private Banking franchise through acquisition and coverage of clients with a strong Asian nexus. Youll focus on HNW clients (typically USD 5m+ investable assets) and, where appropriate, UHNW clients (USD 50m+), originating new business primarily via your external network across Investment AUM, Lending and Advisory.

Key responsibilities

  • Originate new business and grow revenue by increasing AUM and net new money (NNM) through your external referral network.
  • Manage and develop client relationships, maintaining regular client contact and meetings.
  • Support clients portfolio management: partner with Investment Specialists to deliver suitable portfolio allocation and ongoing reviews aligned to objectives and risk appetite.
  • Identify and deliver lending opportunities with Credit Specialists, covering both secured and unsecured lending needs.
  • Identify financial planning needs and introduce clients to the Wealth Planning team where appropriate.
  • Maintain strong risk and control discipline: follow KYC/CCR requirements, comply with UK regulatory standards and cross-border marketing guidelines, and promptly action audit/regulatory requests.

Essential requirements

  • Proven track record in Asian Private Banking client acquisition and portfolio management.
  • Demonstrable success building and leveraging an external referral network to generate new-to-bank business.
  • UK FCA RDR Level 4 qualification (minimum) or equivalent.
  • Strong understanding of UK regulatory environment plus deep knowledge of financial markets and complex wealth solutions (including lending).
  • Fluent spoken and written English and Mandarin or fluent spoken Cantonese.
  • Strong interpersonal and communication skills, with the organisation and self-management to work effectively with remote supervision and meet demanding acquisition targets (including willingness to travel).

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, were dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.

Junior Relationship Manager Private Bank UK

Compensation

Not specified

City: Not specified

Country: United Kingdom

HSBC logo
Other

7 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Junior Relationship Manager - Private Bank UK** Grow HSBC's UK private banking franchise focusing on High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients with an Asian nexus. **Originate** new business through your external network, **manage** client relationships, and **deliver** comprehensive wealth management solutions including investment, lending, and wealth planning. **Maintain** strong risk and control discipline adhering to KYC/CCR requirements and UK regulatory standards. Requires proven **Asian Private Banking** experience, successful **client acquisition** through an external network, and **UK FCA RDR Level 4 qualification**. Fluent in both spoken and written English and Mandarin or Cantonese. Strong interpersonal skills and willingness to meet demanding acquisition targets.

Full Job Description

HSBC Private Bank is looking for a Junior Relationship Manager to help grow our UK Private Banking franchise through acquisition and coverage of clients with a strong Asian nexus. Youll focus on HNW clients (typically USD 5m+ investable assets) and, where appropriate, UHNW clients (USD 50m+), originating new business primarily via your external network across Investment AUM, Lending and Advisory.

Key responsibilities

  • Originate new business and grow revenue by increasing AUM and net new money (NNM) through your external referral network.
  • Manage and develop client relationships, maintaining regular client contact and meetings.
  • Support clients portfolio management: partner with Investment Specialists to deliver suitable portfolio allocation and ongoing reviews aligned to objectives and risk appetite.
  • Identify and deliver lending opportunities with Credit Specialists, covering both secured and unsecured lending needs.
  • Identify financial planning needs and introduce clients to the Wealth Planning team where appropriate.
  • Maintain strong risk and control discipline: follow KYC/CCR requirements, comply with UK regulatory standards and cross-border marketing guidelines, and promptly action audit/regulatory requests.

Essential requirements

  • Proven track record in Asian Private Banking client acquisition and portfolio management.
  • Demonstrable success building and leveraging an external referral network to generate new-to-bank business.
  • UK FCA RDR Level 4 qualification (minimum) or equivalent.
  • Strong understanding of UK regulatory environment plus deep knowledge of financial markets and complex wealth solutions (including lending).
  • Fluent spoken and written English and Mandarin or fluent spoken Cantonese.
  • Strong interpersonal and communication skills, with the organisation and self-management to work effectively with remote supervision and meet demanding acquisition targets (including willingness to travel).

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, were dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.