Relationship Manager Private Bank
HSBCInternational Wealth and Premier Banking
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s 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 key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
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
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