Premier Wealth Relationship Manager (Onshore)

Some careers have more impact than others.

If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. 

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager (Onshore). 

Principal Responsibilities

• Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
• Focus on nurturing and activating portfolio of clients to fund up to Premier Balance
• Encourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)
• Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
• Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
• Provide financial planning and advisory services aligning to clients’ needs and investment profile
• Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
• Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

Requirements

• The successful candidate has strong academic qualifications and good knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Personal/Premier banking)
• Strong understanding of financial markets and investment products
• Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
• Outgoing disposition, well-equipped with good communication and interpersonal skills
• Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
• Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs