Relationship Manager Private Bank Chengdu

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, Corporate and Institution Banking 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