Associate Relationship Manager

HSBC; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

HSBC seeks an Associate Relationship Manager to develop Premier clients and manage their wealth with tailored financial solutions. You will build long-term relationships, cross-sell investment products, and coordinate with product specialists to meet complex needs across HSBC branches in Hong Kong.

Key requirements include university-level finance/business education, client-facing experience, strong sales and communication skills, and Cantonese/English fluency.

Qualifications

• University level education, preferably in finance, business or related discipline.
• Experience in client facing environment, with excellent relationship building capability.
• Strong sales and customer orientation, with good communication and interpersonal skills.
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.
• Good understanding and strong interest of the financial markets.
• Mature and independent mindset, able to work effectively under pressure.
• Strong commercial orientation with acute interpersonal skills.
• Fluency in Cantonese and English, with additional languages is an advantage.
• Holder of relevant insurance and investment licenses and CPD requirements.
• Candidate without banking background will also be considered.

Responsibilities

• Developing Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio.
• Managing the total wealth of clients by matching financial and investment product solutions to their needs.
• Demonstrating genuine curiosity about customers and helping them reach financial ambitions.
• Collaborating with product specialists to provide advanced input to identify and fulfill needs.
• Promoting Premier Service to potential customers and making referrals to other units.
• Supporting branch improvement initiatives and providing customer feedback for service and quality assurance.
• Understanding and adhering to local and global compliance.
• Maintaining operational integrity and HSBC principles and values.
• Remark: multiple work locations available across branches in Hong Kong, Kowloon, and New Territories.

Skills

Client relationship management

Sales & cross-selling

Communication skills

Interpersonal skills

Financial markets knowledge

Bilingual Cantonese & English

Education

Bachelor's degree in finance or business

Job description

We are currently seeking a high calibre professional to join our team as an Associate Relationship Manager.

In this role you will be:

• Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio


• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs


• Demonstrating genuine curiosity about customers, helping them reach their financial ambitions


• Connecting with product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers


• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate


• Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance


• Understanding and adhering to local and global compliance


• Maintaining 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


• Experience in client facing environment, with excellent relationship building capability


• Strong sales and customer orientation, with good communication and interpersonal skills


• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers


• Good understanding and strong interest of the financial markets


• Mature and independent mindset, able to work effectively under pressure


• Strong commercial orientation with acute interpersonal skills


• Fluency in Cantonese and English, with additional languages is an advantage


• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements


• Candidate without banking background will also be considered

More Job Information

Job Function

• 銀行 · 金融服務 - 零售銀行服務

Employment Term

• 合約

Education

• 學士