Premier Wealth Relationship Manager

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

Job summary

HSBC Holdings plc is seeking a Premier Wealth Relationship Manager in Hong Kong to manage a portfolio of international and HK Premier customers. You will provide comprehensive financial planning, advise on HSBC products and external partners, and guide clients through major life events.

The role requires strong relationship management, client-centric service, and effective communication in English; Cantonese is a plus.

Qualifications

• HKSI / IIQE Hong Kong qualification required.
• Experience in retail banking / relationship management.
• Proven ability to understand customer needs and deliver service.
• Fluency in English; Cantonese is a plus.

Responsibilities

• Manage a portfolio of Premier customers.
• Provide holistic financial advice and support life events.
• Conduct reviews to identify customer needs and tailor wealth solutions.
• Advise on HSBC products and external partners.
• Monitor information to identify risks and opportunities for the business.
• Deliver needs-based solutions through effective communication and influence.
• Adhere to HSBC policies and escalation procedures.

Skills

Relationship management

Customer service

Financial planning

Communication

Adaptability

English proficiency

Cantonese (bonus)

Education

HKSI / IIQE Hong Kong

Job description

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager

In this role you will:

• Manage and support a portfolio of international and/or HK Premier customers
• Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
• Deliver needs-based solutions through effective communication and influencing
• Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures

To be successful you will need:

• Hold relevant HKSI / IIQE Hong Kong qualification
• Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
• A track record of gaining an understanding of customers' needs and delivering excellent customer service
• A flexible and adaptable approach to change and will support others to respond in a similar way
• Both spoken and written English communication skills with experience of adapting your style and approach to the audience and message to be delivered. Fluency in Cantonese would be an advantage but not essential.
• Knowledge of financial planning and wealth products would be an advantage but not essential.