Premier Relationship Manager, International - Hong Kong Business

HSBC

 

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

 

In this role you will:

  • Acquire, develop and retain new Non-Resident Premier Clients via outreach activities & referral sources as well as conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
  • Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
  • Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
  • Deliver needs-based solutions through effective communication and influencing
  • Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures
  • Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC

 

To be successful you will need:

  • Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline
  • Experience working in relevant environment with a track record of gaining an understanding of customers' needs and delivering excellent customer service
  • Knowledge of financial planning and wealth products; and clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
  • Proficient in both English and Chinese
  • Mandarin, Cantonese and English-speaking skills are advantageous

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更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 投資服務
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 零售銀行服務
僱用形式
  • 合約
教育程度
  • 學士

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