Senior Private Wealth RM: Growth & Cross‑Sell Leader

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

Job summary

HSBC in Hong Kong is seeking a high calibre PC Desk RM to deliver wealth management and banking services to our high net worth clients.

You will build new relationships, manage portfolios, and work with internal teams to cross-sell HSBC products while ensuring compliance with all regulations. The role requires 7+ years RM experience and fluency in English; Mandarin/Cantonese beneficial.

Qualifications

• 7+ years in relationship management, 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.

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 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

Skills

Relationship management

Private Banking

Asset growth

Excellent communication

English & Mandarin

Job description

HSBC in Hong Kong is seeking a high calibre PC Desk RM to deliver wealth management and banking services to our high net worth clients.

You will build new relationships, manage portfolios, and work with internal teams to cross-sell HSBC products while ensuring compliance with all regulations. The role requires 7+ years RM experience and fluency in English; Mandarin/Cantonese beneficial.