环球私人银行客户经理

Location: Beijing/Shanghai/Guangzhou/Shenzhen/Chengdu/Hangzhou

Global Private Banking & Wealth

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy. 

We are currently seeking an experienced professional to join our team.

岗位职责：
• 开发私人银行客户并管理维护现有客户，增长管理资产规模和收入
• 定期关注客户的投资组合，识别新的业务机会和收入增长潜力
• 密切与其他部门合作，包括国际财富管理和卓越理财部、企业与机构银行部和环球银行及资本市场部，识别跨业务营销机会，为客户提供汇丰全面的银行产品和服务

• 聚焦国际私人财富客户，利用汇丰银行的渠道、网络和品牌，积极开展业务活动
• 确保严格遵守汇丰银行的内部控制标准，包括风险、监管合规和金融犯罪合规领域
• 及时改善内部和外部审计点以及外部监管机构提出的任何问题
• 规避操作风险

• 严格遵守代理保险销售相关法律法规，并承诺本人离职后、本行与保险公司终止合作后，不得通过怂恿退保等方式损害投保人合法利益

任职要求:

• 8年以上在私人银行、商业银行或投资银行领域的客户关系管理经验
• 在资产集聚、资产增长和创收等方面具备丰富的实战经验和良好的过往业绩
• 出色的沟通和谈判技巧
• 卓越的客户服务能力
• 深入理解金融市场和财富管理产品
• 注重细节并具有解决问题的创造性思维能力

2026RMCN