Senior Private Wealth Relationship Manager

HSBC; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

HSBC in Hong Kong seeks an experienced Relationship Manager Analyst to manage wealth and banking services for high net worth clients, establishing new private banking relationships and growing assets under management.

You will monitor portfolios, collaborate with multiple HSBC divisions to cross-sell products, offer bespoke lending solutions, and ensure strict compliance with internal controls and regulatory standards.

Qualifications

• 7+ years of relationship management experience in private/commercial/investment banking
• Proven track record in client acquisition and revenue generation
• Excellent communication and negotiation skills
• Attention to detail and creative problem solving
• Strong knowledge of financial markets and wealth management products
• Strong focus on client servicing
• Fluency in English; Mandarin beneficial

Responsibilities

• Provide full suite of wealth management and banking services to HSBC's high net worth clients
• Establish new private banking relationships and grow assets under management and revenue
• Monitor clients' portfolios regularly to identify additional business opportunities
• 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 for business development with International Private Wealth clients
• Ensure strict compliance with HSBC internal control standards, risk, regulatory and financial crime controls

Skills

Relationship management

Asset growth

Negotiation

Financial markets

Client servicing

Communication skills

English

Mandarin

Job description

HSBC in Hong Kong seeks an experienced Relationship Manager Analyst to manage wealth and banking services for high net worth clients, establishing new private banking relationships and growing assets under management.

You will monitor portfolios, collaborate with multiple HSBC divisions to cross-sell products, offer bespoke lending solutions, and ensure strict compliance with internal controls and regulatory standards.