Global Premier Relationship Manager

HSBC Holdings plc

Hong Kong

On-site

HKD 900,000 - 1,200,000

Full time

44 hours ago
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Job summary

HSBC Holdings plc in Hong Kong seeks a Premier Relationship Manager - International to acquire, develop and retain Non-Resident Premier Clients, delivering tailored wealth management and planning services. You will advise on a full product suite from HSBC and external partners, while identifying risks and opportunities for the business.

The role requires a Bachelor’s degree or equivalent, plus proven client-service experience, knowledge of financial planning and CPD licenses.

Qualifications

  • Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline.
  • Experience working in a relevant environment with a track record of understanding customer needs and delivering excellent service.
  • Knowledge of financial planning and wealth products; clear view on compliance and risk management.
  • Holder of relevant insurance and investment licenses and CPD requirements.

Responsibilities

  • Acquire, develop and retain new Non-Resident Premier Clients via outreach and referrals.
  • Advise on a full range of HSBC and external wealth products and services.
  • Monitor information to identify risks and opportunities for the business.
  • Deliver needs-based solutions through effective communication and influencing.
  • Maintain operational integrity and adhere to HSBC principles and values.

Skills

English & Chinese
Multilingual Mandarin Cantonese

Education

Bachelor’s degree or equivalent experience

Job description

HSBC Holdings plc in Hong Kong seeks a Premier Relationship Manager - International to acquire, develop and retain Non-Resident Premier Clients, delivering tailored wealth management and planning services. You will advise on a full product suite from HSBC and external partners, while identifying risks and opportunities for the business.

The role requires a Bachelor’s degree or equivalent, plus proven client-service experience, knowledge of financial planning and CPD licenses.

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