Relationship Manager, China Team - Private Banking

HSBC Holdings plc; Hong Kong; On-site; HKD 600,000 - 1,500,000; Full time

Job summary

HSBC Holdings plc seeks a Relationship Manager to serve high net worth clients in Hong Kong. You will provide full wealth management and banking services, grow AUM, and collaborate with HSBC departments to cross-sell products.

Requirements include 7+ years in relationship management, proven client acquisition, strong communication, and fluency in English and Mandarin. Cantonese helpful but not required.

Qualifications

• 7+ years of relationship management experience in private/commercial/investment banking.
• Proven track record in client acquisition, asset growth and revenue.
• Excellent communication and negotiation skills.
• Attention to detail; ability to think creatively and solve problems.
• Strong understanding of financial markets and wealth management products.
• Strong focus on client servicing.
• Fluent English and Mandarin; Cantonese helpful but not required.

Responsibilities

• Provide full wealth management and banking services to HSBC’s high net worth clients.
• Establish and manage private banking relationships to grow AUM and revenue.
• Monitor client portfolios to identify opportunities and revenue growth.
• Collaborate with HSBC departments to cross-sell relevant products.
• Work with credit advisors to offer bespoke lending solutions.
• Leverage HSBC channels and network for International Private Wealth business.
• Ensure compliance with risk, regulatory and financial crime controls.

Job description

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

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