Assistant Manager, HSBC Premier - Hong Kong Business

HSBC; Hong Kong; On-site; HKD 400,000 - 550,000; Full time

Job summary

HSBC in Hong Kong is seeking an experienced Assistant Manager for HSBC Premier to develop and nurture client relationships. You'll provide high-quality services, ensure adherence to compliance, and drive portfolio growth.

The ideal candidate has a background in finance, frontline customer service experience, and fluency in English and Cantonese. Strong team orientation and compliance knowledge are essential. This role is crucial in supporting Premier clients across multiple branches.

Qualifications

• Proven frontline experience in customer serving at a financial institution.
• Good knowledge of retail banking and wealth management products.
• Fluency in English and Cantonese; knowledge of Mandarin preferred.

Responsibilities

• Collaborate with Premier Relationship Manager to develop relationships with clients.
• Provide high quality professional services and ensure service standards are met.
• Identify opportunities for wealth reviews to optimize portfolio performance.

Skills

Customer service mindset

Attention to detail

Commercial orientation

Team player

Education

University level education in finance or related discipline

Tools

Insurance and investment licenses

Job description

Retail Banking and Wealth (RBW) Hong Kong

Retail Banking and Wealth (RBW) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing 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 an Assistant Manager, HSBC Premier.

In This Role You Will

• Collaborate with Premier Relationship Manager to develop and nurture relationships with Premier clients
• Provide efficient, high quality professional services and ensure a consistent delivery of the Global Premier core service standards and proposition
• Support Premier Relationship Managers to conduct customer needs activity planning and portfolio management to improve customer satisfaction
• Promote HSBC Premier proposition for deposits and portfolio growth
• Initiate and maintain effective communication with paired Premier Relationship Managers
• Assisting Premier Relationship Manager on managing, developing and retaining quality client relationship
• Identify opportunities for wealth and credit reviews to optimize portfolio performance and meet the needs of the customers
• 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

To Be Successful You Will Need

• University level education, preferably in finance, business or a related discipline
• Proven frontline experience in customer serving at a financial institution
• Excellent customer service skill and mindset, with strong attention to detail
• Good knowledge of retail banking and wealth management products
• Team player with commercial orientation
• 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
• Fluency in both English and Cantonese, with knowledge of Mandarin is preferred
• To be considered for this role, the relevant rights to work in Hong Kong is required

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 ).

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