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SVP/VP Relationship Manager (Private Banking)

ExperiencedNo visa sponsorship
HSBC logo

at HSBC

Other

Posted 2 months ago

No clicks

HSBC Private Bank is seeking an SVP/VP Relationship Manager to proactively manage a complex portfolio of high-net-worth clients, acting as a trusted advisor and leading strategic dialogues at the portfolio level. You will understand client financial needs, monitor market trends and loan utilization to ensure facilities are properly utilized. You will identify, assess and mitigate operational risks, ensuring timely reporting and cost-effective controls. The role requires university degree (MBA preferred) and 8+ years of wealth management experience, with relevant licenses and certifications.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Not specified

Full Job Description

HSBC Private Bank provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As a leading international private bank, HSBC Private Bank has the connections to provide the very best of what the HSBC Group has to offer.

People Management: N

Job Contents:
* Client-oriented professional to proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions.
*By understanding client financial needs and the creditability in the market, closely monitoring the market trend and loan outstanding to ensure the facilities are properly utilized.
*Through operational risks identification, assessment, mitigation and control, loss identification and reporting, rectification of the results of risk events, controls the operational risk adequately and in a cost-effective manner.

*University graduates, MBA is preferred
* Proven track record expertise and 8+ years of experience in wealth management
* Good client relationships with client base* Good communication and presentation skills
* GPAD covered
* Trust Level 4 (L4)
* Finance Sense & Ethics (FSE)
* Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS) (FDSP)
* Securities investment trust business or securities investment consulting business personnel (SITE/SICE)
* Required within 3 months after onboarding: (LIFE) and (LIFEFX)
* Required by year end

Apply now

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.

SVP/VP Relationship Manager (Private Banking)

Compensation

Not specified

City: Not specified

Country: Not specified

HSBC logo
Other

2 months ago

No clicks

at HSBC

ExperiencedNo visa sponsorship

HSBC Private Bank is seeking an SVP/VP Relationship Manager to proactively manage a complex portfolio of high-net-worth clients, acting as a trusted advisor and leading strategic dialogues at the portfolio level. You will understand client financial needs, monitor market trends and loan utilization to ensure facilities are properly utilized. You will identify, assess and mitigate operational risks, ensuring timely reporting and cost-effective controls. The role requires university degree (MBA preferred) and 8+ years of wealth management experience, with relevant licenses and certifications.

Full Job Description

HSBC Private Bank provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As a leading international private bank, HSBC Private Bank has the connections to provide the very best of what the HSBC Group has to offer.

People Management: N

Job Contents:
* Client-oriented professional to proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions.
*By understanding client financial needs and the creditability in the market, closely monitoring the market trend and loan outstanding to ensure the facilities are properly utilized.
*Through operational risks identification, assessment, mitigation and control, loss identification and reporting, rectification of the results of risk events, controls the operational risk adequately and in a cost-effective manner.

*University graduates, MBA is preferred
* Proven track record expertise and 8+ years of experience in wealth management
* Good client relationships with client base* Good communication and presentation skills
* GPAD covered
* Trust Level 4 (L4)
* Finance Sense & Ethics (FSE)
* Referral to recommend foreign exchange derivative products or derivative financial products promotion work and related management personnel (SPS) (FDSP)
* Securities investment trust business or securities investment consulting business personnel (SITE/SICE)
* Required within 3 months after onboarding: (LIFE) and (LIFEFX)
* Required by year end

SIMILAR OPPORTUNITIES

No similar opportunities available at the moment.