Elite UHNW Wealth Relationship Manager

HSBC Holdings plc; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

HSBC Premier Elite role in Hong Kong focuses on servicing top-tier clients with wealth management and financial planning expertise. You will collaborate with Investment and Insurance Specialists to support clients through their life journey, offering tailored strategies for wealth creation and preservation.

Your success hinges on strong client relationships and cross-team collaboration. This position supports multiple branches in Hong Kong and emphasizes adherence to regulatory standards and

Qualifications

• Bachelor’s degree or equivalent experience in finance, business or related discipline.
• Extensive experience in relationship management and ultra-high net worth portfolios.
• Proven track record in managing client portfolios and delivering wealth solutions.
• Strong client recommendations and sales results in wealth products.
• Expert knowledge in financial planning and wealth management products.
• Solid understanding of macro/micro economics and local market developments.
• Familiarity with regulatory requirements in wealth management.
• Excellent communication to build long-term client partnerships.

Responsibilities

• Manage relationship with HSBC Premier Elite clients and high-value portfolios.
• Acquire, develop and retain relationships with Premier Elite clients.
• Articulate client needs and deliver tailored wealth solutions.
• Understand client goals to support short and long-term plans.
• Provide financial advice for wealth creation and capital preservation.
• Meet KPI objectives and drive profit growth through client relationships.
• Collaborate with internal teams to deliver best-in-class service.
• Mentor team members and ensure optimal resource allocation.
• Foster HSBC Premier Elite team culture and internal collaboration.

Skills

Relationship management

Ultra-high net worth

Financial advice

Client needs analysis

Education

Bachelor’s degree or equivalent

Job description

HSBC Premier Elite role in Hong Kong focuses on servicing top-tier clients with wealth management and financial planning expertise. You will collaborate with Investment and Insurance Specialists to support clients through their life journey, offering tailored strategies for wealth creation and preservation.

Your success hinges on strong client relationships and cross-team collaboration. This position supports multiple branches in Hong Kong and emphasizes adherence to regulatory standards and