at HSBC
OtherPosted 2 days ago
No clicks
**Premier Banking Consultant:** Serve affluent clients remotely, managing sales & service, resolving issues, conducting portfolio reviews, and adhering to compliance frameworks. Requires CFMAS certification, advanced experience in managing premium clients, and fluency in English and Mandarin. Drive client relationships and service excellence.
- Compensation
- Not specified
- City
- Not specified
- Country
- Not specified
Currency: Not specified
Full Job Description
Some careers have more impact than others.
If youre looking for a career where you can make a real impression, join HSBC and discover how valued youll 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.
In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBCs purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking a high caliber professional to join our team as a Premier Banking Consultant.
In this role, you will:
- Manage and engage affluent clients primarily through remote channels, with occasional in-person engagement, delivering professional and personalized service.
- Handle a broad range of client servicing and sales matters, ensuring timely and accurate execution of instructions and requests.
- Respond to client enquiries, feedback, and complaints efficiently, coordinating with internal stakeholders for prompt resolution.
- Conduct regular portfolio reviews, perform KYC (Know-Your-Client) updates, and ensure adherence to compliance requirements.
- Identify and refer clients with wealth, investment or insurance needs to Relationship Managers.
- Maintain up-to-date knowledge of financial products to offer tailored solutions that support client goals and business growth.
- Adhere strictly to Offshore Sales Processes, Cross Border Guidelines, and internal Risk & Compliance frameworks.
- Build and nurture long-term client relationships that reflect service excellence and deep trust.
To be successful you will need:
- Bachelors degree or equivalent professional experience
- CFMAS (Capital Markets and Financial Advisory Services) certification is required.
- Advanced experience in managing Premier or Priority Banking clients, with a solid background in financial services or affluent client servicing.
- Strong communication, client engagement and problem-solving skills.
- Sound knowledge of Premier Banking products, client needs and regulatory requirements including compliance, credit and risk management.
- Fluency in both English and Mandarin to serve Mandarin-speaking clients effectively. Cantonese proficiency is an advantage.
