Global Premier Elite Relationship Manager

HSBC Holdings plc

Hong Kong

On-site

HKD 900,000 - 1,300,000

Full time

2 days ago

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Job summary

HSBC Holdings plc in Hong Kong is seeking a Premier Elite Relationship Manager, International, to acquire, develop and retain Non-Resident Premier Elite clients with tailored wealth solutions and a client-centric approach.

You will drive KPI achievement, foster long-term partnerships, and coordinate with internal partners to deliver best-in-class service in a fast-paced, international banking environment.

Qualifications

Bachelor’s degree in finance, business or related discipline.
Proven track record in managing client portfolios and wealth planning.
Hold relevant insurance and investment licenses and CPD requirements.

Responsibilities

Acquire, develop and retain new Non-Resident Premier Elite Clients via outreach activities & referral sources.
Achieve KPI objectives and profit growth through Premier Elite client relationships.
Increase client loyalty by meeting client needs via collaboration with internal partners.
Mobilise resources to provide best in class service to HSBC Premier Elite clients.
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.

Skills

Client portfolio management

Financial planning

Wealth products knowledge

Sales and relationship-building

Compliance awareness

Bilingual: English & Chinese

Education

Bachelor’s degree in finance, business or related discipline

Tools

Insurance/investment licenses

CPD compliance

Job description

You will drive KPI achievement, foster long-term partnerships, and coordinate with internal partners to deliver best-in-class service in a fast-paced, international banking environment.

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