Elite UHNW Wealth Relationship Lead

HSBC; Tsuen Wan; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

HSBC Premier Elite Director role based in Hong Kong involves managing a portfolio of high-value clients, delivering tailored wealth strategies, and collaborating with investment and insurance specialists to meet life goals. The candidate will lead client engagements with a focus on long-term partnerships and risk-mensitive planning.

Successful applicants will have a strong track record in wealth product sales, deep financial planning knowledge, and fluency in English, Cantonese, and Mandarin.

Qualifications

• Proven track record in client portfolio management.
• Experience managing ultra-high net worth client portfolios in finance.
• Excellent English, Cantonese and Mandarin communication.

Responsibilities

• Manage relationship with HSBC Premier Elite clients.
• Acquire, develop and retain a portfolio of Premier Elite clients.
• Provide financial advice for wealth creation and capital preservation.
• Collaborate with Investment and Insurance Specialist Team.

Skills

Relationship management

Ultra-high net worth

Sales results

Financial planning

Client-focused

Communication skills

Multi-language (English, Cantonese, &

Education

Bachelor’s degree or equivalent (finance preferred)

Job description

HSBC Premier Elite Director role based in Hong Kong involves managing a portfolio of high-value clients, delivering tailored wealth strategies, and collaborating with investment and insurance specialists to meet life goals. The candidate will lead client engagements with a focus on long-term partnerships and risk-mensitive planning.

Successful applicants will have a strong track record in wealth product sales, deep financial planning knowledge, and fluency in English, Cantonese, and Mandarin.