PC Desk RM - China Team

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

Job summary

HSBC Holdings plc in Hong Kong is seeking a high-calibre PC Desk RM to deliver comprehensive private banking services to high-net-worth clients, build new relationships and manage portfolios to grow AUM and revenue.

You will collaborate with various HSBC departments to cross-sell products, provide bespoke lending solutions, and ensure strict regulatory and financial crime compliance across activities.

Qualifications

• 7+ years of relationship management experience, ideally in private or investment banking.
• Proven client acquisition, asset gathering, and revenue generation track record.
• Excellent communication and negotiation skills.
• Attention to detail and creative problem solving.
• Strong understanding of financial markets and wealth management products.
• Strong focus on client servicing.
• Speaks fluent English; Mandarin skills are beneficial but not required.

Responsibilities

• Provide the full suite of wealth management and banking services to HSBC’s high net worth clients.
• Establish new private banking relationships and manage existing relationships to grow portfolio Assets Under Management and Revenue.
• Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth potential.
• Collaborate with HSBC departments 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

Client acquisition

Negotiation

Financial markets knowledge

Fluent English

Mandarin advantageous

Job description

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

Inthis 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