Associate Director, Premier Elite (Onshore)
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
We are currently seeking a high calibre professional to join our team as an Associate Director Premier Elite (Onshore).
In this role you will:
- Working closely with other members of the Wealth Management team such as investment insurance treasury specialists to provide holistic solutions to our onshore banking High Net Worth premier clients
- Demonstrate strong ability to self-source develop new business by actively prospecting for new High Net Worth clients and referrals and leveraging your existing network to generate New to Bank leads
- Provide premier clients with regular market updates endeavouring to understand our clients financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to High-Net-Worth clients needs and investment profile
- Embarking on a proactive relationship management to strengthen deepen and delight clients relationship with existing customers hence building a strong foundation for customer growth
- Understand customers banking and financial needs and recommend suitable solutions to meet these needs providing an exceptional client experience in line with HSBC proposition requirements
To be successful you will need:
- Strong academic qualifications and advance knowledge in Wealth Management with a proven track record of managing clients portfolio (Premier banking)
- Strong understanding of financial markets and investment products
- Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
- Outgoing disposition well-equipped with good communication and interpersonal skills
- Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
- Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers personal banking and wealth management needs
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed and/or if relevant on an ongoing basis.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Director
Key Skills
About Company
HSBC Holdings plc is a British multinational investment bank and financial services holding company. It was the 7th largest bank in the world by 2018, and the largest in Europe, with total assets of US$2.558 trillion.
