Premier Wealth Relationship Manager

HSBC Holdings plc; Hong Kong; On-site; HKD 500,000 - 1,000,000; Full time

Job summary

HSBC Holdings plc in Hong Kong is seeking a Premier Relationship Manager to develop and manage a high net worth Premier client base across multiple branches. You will tailor financial and investment solutions, build long-term relationships, and uphold rigorous compliance and service standards.

The role requires strong sales and customer orientation, fluency in Cantonese and English, and holding relevant insurance/investment licenses with CPD commitments.

Qualifications

• University level education, preferably in finance, business or a related discipline.
• Experience in client facing environment, with excellent relationship building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest of the financial markets
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• Candidate without banking background will also be considered

Responsibilities

• Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio
• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
• Demonstrating genuine curiosity about customers, helping them reach their financial ambitions
• Connecting with product Specialists to provide more advanced technical input to identify and fulfill multiple needs with customers
• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
• Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance
• Understanding and adhering to local and global compliance
• Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC
• Remark: multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Skills

Relationship building

Sales

Communication

Customer service

English

Cantonese

CPD licensing

Education

University degree in finance or business

Job description

HSBC Holdings plc in Hong Kong is seeking a Premier Relationship Manager to develop and manage a high net worth Premier client base across multiple branches. You will tailor financial and investment solutions, build long-term relationships, and uphold rigorous compliance and service standards.

The role requires strong sales and customer orientation, fluency in Cantonese and English, and holding relevant insurance/investment licenses with CPD commitments.