PC Desk RM

HSBC Holdings plc; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Holdings plc, a leading global bank, is seeking a PC Desk RM in Hong Kong to deliver comprehensive wealth management and private banking services to high net worth clients. You will build and manage relationships to expand assets under management and revenue, while overseeing portfolios and identifying cross-sell opportunities across HSBC groups.

You will collaborate with credit and product teams to offer bespoke lending and banking solutions, ensuring strict adherence to regulatory and

Qualifications

• 7+ years of relationship management experience in private, commercial, or investment banking.
• Proven track record in client acquisition, asset gathering, asset growth and revenue generation.
• Excellent communication and negotiation skills; attention to detail and problem solving.

Responsibilities

• Provide wealth management and banking services to HSBC's high net worth clients.
• Establish and manage private banking relationships to grow assets under management and revenue.
• Monitor portfolios regularly and identify cross-selling opportunities across HSBC products.
• Collaborate with Wealth and Personal Banking, Commercial Banking and Global Banking and Markets to offer cross-supported solutions.
• Work with credit advisors to provide bespoke lending solutions and grow lending balances.
• Leverage HSBC's network and channels for business development with international private wealth clients.
• Ensure compliance with HSBC's risk, regulatory and financial crime controls.

Skills

Relationship management

Client acquisition

Asset growth

Negotiation

Financial markets knowledge

Strong servicing

Job description

We are currently seeking a high calibre professional to join our team as a PC Desk RM.

In this role you will:

• Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients
• Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
• Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
• Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
• Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
• Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance

To be successful you will need:

• 7+ years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
• Proven track record in client acquisition, asset gathering, asset growth and revenue generation
• Excellent communication and negotiation skills
• Attention to detail and the ability to think creatively and solve problems
• Excellent understanding of financial markets and wealth management products
• Strong focus on client servicing
• Speaks fluent English and Mandarin, Cantonese skills may be beneficial but not necessary