UHNW Premier Elite Relationship Director

HSBC; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Premier Elite Director role within HSBC focuses on managing our top-tier Premier Elite clients and delivering bespoke wealth strategies. You will work with an expert Investment and Insurance Specialist Team to support the clients’ life journey and coordinate with the Premier Elite Assistant Manager to execute transactions and ensure seamless service.

Multiple work locations across Hong Kong, Kowloon, and New Territories apply.

Qualifications

• Bachelor's degree or equivalent experience; preferably in finance or business.
• Significant experience in relationship management with ultra-high net worth clients.
• Proven track record in client portfolio management and wealth product sales.
• Expert knowledge of financial planning and wealth products.
• Knowledge of macro/microeconomics and local market developments.
• Regulatory framework for wealth management and CPD compliance.
• Excellent English, Cantonese and Mandarin communication skills.
• Willingness to be considered for HSBC Premier Elite Senior Director for more experience.

Responsibilities

• Manage relationship with our highest value HSBC Premier Elite clients.
• Acquire, develop and retain relationships with a portfolio of HSBC Premier Elite clients.
• Help clients to articulate their needs, and deliver to exceed client expectations.
• Know clients on a personal and professional level to understand their short and long term financial goals.
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation.
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBC Premier Elite client relationships.
• Increase client loyalty by meeting their needs either directly or through effective collaboration with other internal business partners.
• Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mindset motivation.
• Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients.
• Develop HSBC Premier Elite team culture and build a strong sense of team spirit to increase the team loyalty to the Bank.
• Understand and adhere to local and global compliance.
• Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.

Skills

Relationship management

UHNW portfolios

Wealth planning

Cross-cultural communication

Education

Bachelor's degree

Job description

HSBC Premier Elite Director role within HSBC focuses on managing our top-tier Premier Elite clients and delivering bespoke wealth strategies. You will work with an expert Investment and Insurance Specialist Team to support the clients’ life journey and coordinate with the Premier Elite Assistant Manager to execute transactions and ensure seamless service.

Multiple work locations across Hong Kong, Kowloon, and New Territories apply.