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Full-time
Professional Development, Flexible Working
Posted 51d ago
~40 hrs/week
Responsibilities
Establish and manage private banking relationships to grow assets under management and revenue. Collaborate with internal departments to identify cross-selling opportunities and ensure strict adherence to regulatory and internal control standards.
Requirements
Requires at least 8 years of relationship management experience in private, commercial, or investment banking. Candidates must have a proven track record in asset growth and a deep understanding of financial markets and wealth management products.
Full job description
Global Private Banking & Wealth
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Establish new private banking relationships and manage existing relationships in order to grow Assets Under Management and Revenue
Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
Work closely with other HSBC departments, including International Wealth and Premier Banking, CorporateandInstitutionBanking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance
Timely implementation of internal and external audit points together with any issues raised by external regulators
Minimize operational losses
I hereby promise, that I'll abide by the laws and regulations related to insurance agency sales, and will not solicit any insurance policy holder to surrender his/her policies, which might harm the interest of the policy holder, upon my leaving the company or upon the termination of the agency business of the bank with relevant insurance companies.
To be successful in the role, you should meet the following requirements:
At least 8 years’ relationship management experience, ideally in private banking, commercial banking or investment banking sectors
Proven track record in asset gathering, asset growth and revenue generation
Excellent communication and negotiation skills
Strong focus on client servicing
Excellent understanding of financial markets and wealth management products
Attention to detail and the ability to think creatively to solve problems
You’ll 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
Related keywords
Private BankingWealth ManagementAssets Under ManagementHigh Net WorthUltra-High Net WorthSuccession PlanningPhilanthropyFinancial Crime ComplianceAsset ManagementInsurance Agency SalesInternational WealthPremier BankingPortfolio ManagementRisk ManagementRegulatory Compliance
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.
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