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Relationship Manager

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 4 days ago

No clicks

**Relationship Manager - HSBC IWPB: Develop & Manage High-Value Client Relationships** Manage an assigned portfolio, growing assets and revenue. Match financial solutions to clients' needs, monitor portfolios, and identify business opportunities. Promote banking services to potential clients and collaborate cross-functionally for referral opportunities. Key responsibilities include relationship management, client service, referral, and regulatory compliance. Essential requirements are a university degree, 5+ years' relevant experience, proven asset growth, strong communication skills, and excellent understanding of wealth management products.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
China

Full Job Description

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), 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 and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

  • Develop and manage long-term relationships with an assigned portfolio to growth assets under management and revenue.
  • Manage total wealth of clients by matching financial and investment product solutions to their financial needs, and monitor the portfolio regularly to identify additional business opportunities and revenue growth potential.
  • Promote banking services to potential customers, explore their needs and make referrals to other business units where appropriate.
  • Work closely with other HSBC departments, including International Wealth and Premier Banking, Corporate and Institution Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBCs relevant products and services to our clients.
  • Ensure strict compliance with HSBCs internal control standards, including areas of risk, regulatory compliance and financial crime compliance, and implement internal and external audit points in a timely manner.

To be successful in the role, you should meet the following requirements:

  • University level education, preferably in finance, business or a related discipline.
  • At least 5 years relationship management experience.
  • Proven track record in asset gathering, asset growth and revenue generation.
  • Excellent communication and negotiation skills.
  • Strong focus on client service.
  • Excellent understanding of financial markets and wealth management products.
  • Attention to detail and the ability to think creatively to solve problems.

Youll achieve more at HSBC.

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 and 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 HSBC Bank (China) Company Limited

Relationship Manager

Compensation

Not specified

City: Not specified

Country: China

HSBC logo
Other

4 days ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

**Relationship Manager - HSBC IWPB: Develop & Manage High-Value Client Relationships** Manage an assigned portfolio, growing assets and revenue. Match financial solutions to clients' needs, monitor portfolios, and identify business opportunities. Promote banking services to potential clients and collaborate cross-functionally for referral opportunities. Key responsibilities include relationship management, client service, referral, and regulatory compliance. Essential requirements are a university degree, 5+ years' relevant experience, proven asset growth, strong communication skills, and excellent understanding of wealth management products.

Full Job Description

HSBC International Wealth and Premier Banking (IWPB)

Within International Wealth and Premier Banking (IWPB), 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 and Insurance.

We are currently seeking an experienced professional to join our team.

In this role, you will:

  • Develop and manage long-term relationships with an assigned portfolio to growth assets under management and revenue.
  • Manage total wealth of clients by matching financial and investment product solutions to their financial needs, and monitor the portfolio regularly to identify additional business opportunities and revenue growth potential.
  • Promote banking services to potential customers, explore their needs and make referrals to other business units where appropriate.
  • Work closely with other HSBC departments, including International Wealth and Premier Banking, Corporate and Institution Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBCs relevant products and services to our clients.
  • Ensure strict compliance with HSBCs internal control standards, including areas of risk, regulatory compliance and financial crime compliance, and implement internal and external audit points in a timely manner.

To be successful in the role, you should meet the following requirements:

  • University level education, preferably in finance, business or a related discipline.
  • At least 5 years relationship management experience.
  • Proven track record in asset gathering, asset growth and revenue generation.
  • Excellent communication and negotiation skills.
  • Strong focus on client service.
  • Excellent understanding of financial markets and wealth management products.
  • Attention to detail and the ability to think creatively to solve problems.

Youll achieve more at HSBC.

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 and 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 HSBC Bank (China) Company Limited