Relationship Manager, Asia - Private Bank UK

HSBC; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading global banking organization in London is seeking a skilled Relationship Manager to enhance its Private Banking business for clients with strong Asian ties. The successful candidate will focus on Ultra High Net Worth and High Net Worth clients, providing tailored investment and advisory services. With a strong emphasis on portfolio management and relationship-building, fluency in English, Mandarin, and Cantonese is essential. The position offers competitive pay, professional development, and a commitment to inclusivity.

Benefits

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Qualifications

• Proven success in portfolio management and acquisition of Asian Private Banking clients.
• Demonstrable track record of building successful relationships.
• Deep understanding of financial markets and complex wealth management solutions.

Responsibilities

• Support Global Relationship Managers to provide banking services to clients.
• Originate new business with UK resident clients from Asian markets.
• Collaborate with specialists to deliver outstanding service.

Skills

Portfolio management

Relationship building

Financial markets understanding

Fluency in English

Fluency in Mandarin

Fluency in Cantonese

Education

CISI Level 4 qualified

Job description

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are seeking a highly skilled Relationship Manager to help us develop and grow our Private Banking business in the UK in acquisition and coverage of clients with strong Asian nexus. The target segment for the role holder will be Ultra High Net Worth (UHNW) clients with investable assets of over $50million and High Net Worth (HNW) clients with investable assets over $5million.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK‑based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Work alongside and support Global Relationship Managers based in Asia to provide private banking services to Asian‑resident clients who have UK related needs in line with Market Management Model.
• Originate new business with UK resident clients originally from specific Asian markets through investment Assets Under Management (AUM), lending and Advisory services from internal and external networks.
• Collaborate with Investment Specialists, Wealth Planners and Credit Specialists to deliver outstanding service and product solutions to the clients of HSBC Private Bank and to grow HSBC’s share of client wallet.
• Have regular contact and meetings with clients, providing support to client’s portfolio management, ensuring clients understand and are aware of their level of risk.
• Deliver fair outcomes for our clients and ensure own conduct maintains the orderly and transparent operation of financial markets.

To be successful in this role you should meet the following requirements:

• Proven success in portfolio management and new acquisition of Asian Private Banking clients - essential
• Demonstrable track record of building successful relationships with both an internal and external referral network - essential
• Charted Institute for Securities & Investments (CISI) Level 4 qualified - essential
• Deep understanding of financial markets, complex wealth management solutions including lending solutions, and the regulatory environment in the UK.
• Fluency in English, Mandarin and Cantonese - essential

This role is based in London.

Opening up a world of opportunity

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

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