Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply…
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Premier Relationship Clerk/Officer 卓越理財客戶服務專員/副理 (仁愛分行)
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Hong Kong, Hong Kong Island, Hong Kong S.A.R. · On-site
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Assistant Vice President, Broking Services - HK Business
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Relationship Manager (Indonesia Market Coverage) - Global Private Banking
Singapore · On-site
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Some careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued. International Wealth and Pr…
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Full-time
bachelor degree, professional certificate
Professional Development, Flexible Working, Inclusive And Diverse Environment
Posted 39d ago
~40 hrs/week
Responsibilities
Manage and grow a portfolio of high-net-worth individual clients by providing tailored banking and wealth management solutions. Ensure operational excellence by adhering to regulatory compliance, KYC, and AML guidelines while meeting financial targets.
Requirements
Requires a bachelor's degree and over 5 years of relevant experience in wealth management and HNI relationship management. Candidates must possess valid regulatory certifications and demonstrate strong sales and communication skills.
Full job description
Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.
Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking an experienced professional to join the WPB team.
Job Introduction
As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans.
You will act as a single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for wealth reviews, and providing tailored wealth solutions.
Success in this role requires maintaining the highest standards of integrity, adhering to regulatory requirements, and fostering trust with both the bank and our clients.
Principal Responsibilities
Business Impact:
Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
Achieve financial targets through effective client engagement and service delivery.
Conduct regular client reviews to understand needs and recommend suitable products and services. Cross sell products
Client Management:
Build and maintain strong client relationships to ensure retention and satisfaction. Need based selling
Utilize client relationship management tools to keep client information accurate and up to date.
Develop strategies to increase wallet share and manage a prospect pipeline effectively.
Team Collaboration:
Work as part of an integrated branch management team to meet standards and deliver operating models.
Collaborate with colleagues across the business to support client needs and achieve performance measures.
Operational Excellence:
Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
Manage operational risk and adhere to sales quality requirements.
Attend mandatory training and report any unusual activities promptly.
Leadership & Development:
Support team members and contribute to a positive work environment.
Establish a network of internal relationships and gather feedback from colleagues and clients.
Education Qualifications / Certifications and Requirements:
Knowledge & Experience
Educational Background: Bachelor's degree or equivalent professional experience.
Industry Experience:
GCB 5: More than 5 years of relevant experience.
Sales Achievements: Demonstrated success & experience in Wealth products.
Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
Wealth Management Expertise: Strong technical skills in wealth management.
Communication & Influence: Excellent communication skills with a focus on client engagement and influence.
Sales & Networking Skills: Strong orientation towards sales, networking, and portfolio management.
Product Knowledge: Comprehensive understanding of financial services products, services, and client relationship management systems.
Business Banking Insight: Familiarity with business banking client segments and related products and services.
Regulatory Compliance: Possession of valid licences and accreditations in wealth management as required by local regulations.
Risk Management: Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
Language Proficiency: Proficient in English and local languages.
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Accreditations
Professional Qualifications: Obtain necessary professional and regulatory certifications such as AMFI, IRDA, NISM XXI A (PMS Certification), and NISM XIII (SIF Certification) as per market requirements.
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
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, India
Related keywords
Premier BankingHNIWealth ManagementAMFIIRDANISM XXI ANISM XIIIKYCAMLSanctionsFinancial ServicesPortfolio ManagementBusiness BankingRelationship ManagementComplianceInternal Control
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking
Opening up a world of opportunity for our customers, investors, ourselves and the planet.
We're a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Our network covers 58 countries and territories, and we’re here to use our unique expertise, capabilities, breadth and perspectives to open up a world of opportunity for our customers.
HSBC is listed on the London, Hong Kong, New York, and Bermuda stock exchanges.
To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Offices: 8 Canada Square, London, E14 5HQ, GB · 1 Queen's Road Central, Central, Hong Kong, HK · Florida 201, Buenos Aires City, Buenos Aires Autonomous City 1005, AR · 425 5th Ave, New York, NY 10018, US · DUONG Dong Khoi 1, Ho Chi Minh City, Thanh Pho Ho Chi Minh, VN
BankingFinancial ServicesInternational Finance and BankingWealth ManagementCorporate and Business Bankingretail bankingInsuranceRetail BankingInvestment BankingCommercial Banking