Global Premier Relationship Manager – Wealth Advisory

HSBC; Hong Kong; Presencial; HKD 600.000 - 900.000; Jornada completa

Descripción de la vacante

HSBC Premier in Hong Kong seeks a high-calibre Premier Relationship Manager - International to grow a portfolio of Non-Resident Premier clients by delivering tailored wealth planning and advisory services. You will advise on HSBC products and partner offerings, while coordinating with Compliance, Credit & Risk to maintain a balanced risk profile.

Fluency in English and Chinese is essential, with Mandarin and Cantonese being advantageous.

Formación

• Bachelor's degree or equivalent experience in finance, business or related discipline.
• Experience in a role delivering wealth management and customer service.
• Knowledge of financial planning and wealth products; work with Compliance, Credit & Risk.
• Holder of relevant insurance and investment licenses and CPD requirements.
• Proficient in English and Chinese; Mandarin, Cantonese helpful.

Responsabilidades

• Acquire, develop and retain new Non-Resident Premier Clients via outreach activities and referrals, delivering wealth management and financial planning services.
• Advise on a full range of HSBC products and those from external partners.
• Continuously monitor information to assess risks and opportunities for the business.
• Deliver needs-based solutions through effective communication and influencing.
• Adhere to HSBC policy, procedures and control requirements and escalate concerns promptly.
• Maintain operational integrity and uphold HSBC values and principles.

Conocimientos

Client relationships

Wealth management

Financial planning

Licenses CPD

Bilingual English Chinese

Educación

Bachelor's degree

Descripción del empleo

HSBC Premier in Hong Kong seeks a high-calibre Premier Relationship Manager - International to grow a portfolio of Non-Resident Premier clients by delivering tailored wealth planning and advisory services. You will advise on HSBC products and partner offerings, while coordinating with Compliance, Credit & Risk to maintain a balanced risk profile.

Fluency in English and Chinese is essential, with Mandarin and Cantonese being advantageous.