Elite Premier Wealth Advisor

HSBC Holdings plc; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Holdings plc is seeking a Premier Wealth Relationship Manager in Hong Kong to manage a portfolio of international and HK Premier customers. You will provide comprehensive financial planning, advise on HSBC products and external partners, and guide clients through major life events.

The role requires strong relationship management, client-centric service, and effective communication in English; Cantonese is a plus.

Qualifications

• HKSI / IIQE Hong Kong qualification required.
• Experience in retail banking / relationship management.
• Proven ability to understand customer needs and deliver service.
• Fluency in English; Cantonese is a plus.

Responsibilities

• Manage a portfolio of Premier customers.
• Provide holistic financial advice and support life events.
• Conduct reviews to identify customer needs and tailor wealth solutions.
• Advise on HSBC products and external partners.
• Monitor information to identify risks and opportunities for the business.
• Deliver needs-based solutions through effective communication and influence.
• Adhere to HSBC policies and escalation procedures.

Skills

Relationship management

Customer service

Financial planning

Communication

Adaptability

English proficiency

Cantonese (bonus)

Education

HKSI / IIQE Hong Kong

Job description

HSBC Holdings plc is seeking a Premier Wealth Relationship Manager in Hong Kong to manage a portfolio of international and HK Premier customers. You will provide comprehensive financial planning, advise on HSBC products and external partners, and guide clients through major life events.

The role requires strong relationship management, client-centric service, and effective communication in English; Cantonese is a plus.