Senior Private Wealth Relationship Manager

HSBC Holdings plc; Hong Kong Island; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

HSBC Holdings plc in Hong Kong is seeking a high calibre PC Desk RM to provide the full suite of wealth management and banking services to HSBC’s high net worth clients. You will establish new private banking relationships and manage existing ones to grow assets under management and revenue.

You will monitor client portfolios, identify cross-selling opportunities with HSBC’s Wealth and Personal Banking, Commercial Banking and Global Banking and Markets teams, and work with credit advisors to

Qualifications

• 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

Responsibilities

• 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 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 to identify cross-selling opportunities and bring all relevant products and services to 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 International Private Wealth clients
• Ensure strict compliance with HSBC’s internal control standards, including risk, regulatory and financial crime compliance

Skills

Relationship management

Asset growth

Communication

Negotiation

Attention to detail

Problem solving

English & Mandarin

Job description

HSBC Holdings plc in Hong Kong is seeking a high calibre PC Desk RM to provide the full suite of wealth management and banking services to HSBC’s high net worth clients. You will establish new private banking relationships and manage existing ones to grow assets under management and revenue.

You will monitor client portfolios, identify cross-selling opportunities with HSBC’s Wealth and Personal Banking, Commercial Banking and Global Banking and Markets teams, and work with credit advisors to