Premier Elite Relationship Manager Hong Kong Business
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Some careers open more doors than others.
If youre looking for a career where you can make a real impression join HSBC and discover how valued youll be. 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.
Retail Banking and Wealth (RBW) Hong Kong helps 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 international network and breadth of expertise enable us to support individuals families business owners investors and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management Global Private Banking & Wealth HSBC Life Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as aHSBC Premier Elite Director.
As a HSBC Premier Elite Director you will be joining our dedicated team of experts with enhanced coverage to focus on client needs. You will become part of our exclusively chosen relationship manager who will be assigned with the top-notchHSBC Premier Elite clientele portfolio. You will work collaboratively with Investment and Insurance Specialist Team to support clients entire life journey. You will also have a dedicated team of HSBC Premier Elite Assistant Manager to partner with you on executing clients transactions and ensuring a smooth flow of services. All these are unique in making your career journey different from any other.
in this role you will:
- Manage relationship with our highest value HSBCPremier Elite clients
- Acquire develop and retain relationships with a portfolio of HSBCPremier Elite clients
- Help clients to articulate their needs and deliver to exceed client expectations
- Know clients on a personal and professional level to understand their short and long term financial goals
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
- Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBCPremier Eliteclient relationships
- Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
- Mentor and coach paired team members through daily activity planning prioritization skills transfer and mind-set motivation
- Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients
- Develop HSBC Premier Elite team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
- Understand and adhere to local and global compliance
- Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC
*Remark: Multiple work locations available across branches in Hong Kong Kowloon and New Territories
- Bachelors degree or equivalent experience preferably in finance business or a related discipline
- Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
- Proven track record in client portfolio management
- Evidence of strong client recommendation and sales results in wealth products
- Expert knowledge in financial planning and wealth products
- Sound knowledge of the impact of macroeconomics or microeconomics or local market developments
- Expert knowledge of external regulatory framework relevant to wealth management
- Strong client focus and ability to develop long term partnerships with clients
- Ability to deliver needs-based solutions through effective communication influencing and sales skills
- Demonstrate proactiveness and skills in mentoring and coaching other colleagues
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Be authentic and show ability to engage with colleagues and clients to deliver at pace
- Clear view on how to work with Compliance Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Excellent communication skills in English Cantonese and Mandarin
- More experienced candidates will be considered for the role of HSBC Premier Elite Senior Director
wealthhk2025
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details please refer to (Mandatory Reference Checking Scheme Phase 2 The Hong Kong Association of Banks).
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Required Experience:
Manager
Key Skills
- Business Intelligence
- Children Activity
- Business Analysis
- Corporate Sales
- ABB
- Corporate Development
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.
