PC Desk RM

HSBC; Hong Kong Island; On-site; HKD 700,000 - 1,100,000; Full time

Job summary

HSBC Private Banking Hong Kong is seeking a high-calibre PC Desk RM to deliver full wealth management and banking services to our high net worth clients.

You will establish new relationships, manage portfolios, monitor performance, and work with internal teams to identify cross-selling opportunities while complying with risk and regulatory standards.

Fluency in English and Mandarin is required; Cantonese is a plus.

Qualifications

• Solid 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.

Responsibilities

• 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

Skills

Relationship management

Private banking

Asset growth

Communication

Negotiation

Problem solving

Attention to detail

Team collaboration

Client 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

• Solid 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