Relationship Manager Analyst, Hong Kong Team - Private Banking

HSBC Holdings plc; Hong Kong Island; Vor Ort; HKD 900.000 - 1.300.000; Vollzeit

Zusammenfassung

HSBC Holdings plc is seeking a Relationship Manager Analyst to deliver comprehensive wealth management services to high net worth clients. You will establish and manage private banking relationships, grow assets under management and revenue, and identify cross-selling opportunities across HSBC’s global network.

The role requires strong client servicing, market knowledge, and excellent communication. Fluency in English and Mandarin is essential; Cantonese can be advantageous.

Qualifikationen

• 7+ years of relationship management experience in private, commercial or investment banking.
• Proven track record in client acquisition, asset gathering, asset growth and revenue generation.
• Excellent communication and negotiation skills.
• Attention to detail and strong problem-solving abilities.
• Excellent understanding of financial markets and wealth management products.
• Strong focus on client servicing.
• Fluent in English; Mandarin; Cantonese skills beneficial.

Aufgaben

• Provide full suite of wealth management and banking services to HSBC’s high net worth clients.
• Establish new private banking relationships and manage existing ones to grow AUM and revenue.
• Monitor client portfolios to identify opportunities and drive revenue growth.
• Collaborate with Wealth & Personal Banking, Commercial Banking and Global Banking & Markets to cross-sell products.
• Work with internal credit advisors to provide bespoke lending solutions and grow lending balances.
• Leverage HSBC channels and network to pursue business development for International Private Wealth clients.
• Ensure strict compliance with HSBC internal controls and financial crime regulations.

Kenntnisse

Relationship management

Client acquisition

Asset growth

Revenue generation

Communication skills

Negotiation skills

Attention to detail

Problem solving

Wealth management knowledge

English fluency

Mandarin language

Cantonese a plus

Jobbeschreibung

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

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:

• 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