Premier Wealth Relationship Advisor

HSBC Global Services Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

HSBC Premier Relationship Manager role in Hong Kong involves developing a Premier client base, managing total client wealth by coordinating suitable investment and financial product solutions, and building lasting relationships. You will connect with product specialists to address complex needs and promote Premier services to prospective customers.

The position requires university-level finance/business education, strong client-facing experience, and fluency in Cantonese and English.

Qualifications

• University level education in finance, business, or related discipline.
• Experience in client-facing environments with strong relationship skills.
• Strong sales and customer orientation with excellent communication.
• Fluency in Cantonese and English; additional languages are a plus.
• Holder of relevant insurance and investment licenses and CPD requirements.
• Candidates without banking background will be considered.

Responsibilities

• Develop Premier customer base and manage a Premier portfolio.
• Match financial and investment products to client needs.
• Promote Premier Service and refer to other HSBC units when appropriate.
• Collaborate with product specialists for advanced input.
• Support branch improvement and ensure regulatory compliance.

Skills

Relationship building

Sales orientation

Communication skills

Customer-centric mindset

Financial markets knowledge

Independent under pressure

Interpersonal skills

Bilingual Cantonese/English

Education

Bachelor's degree in finance, business or related field

Job description

HSBC Premier Relationship Manager role in Hong Kong involves developing a Premier client base, managing total client wealth by coordinating suitable investment and financial product solutions, and building lasting relationships. You will connect with product specialists to address complex needs and promote Premier services to prospective customers.

The position requires university-level finance/business education, strong client-facing experience, and fluency in Cantonese and English.