Assistant Premier Relationship Manager, HSBC

HSBC

Location:
China, Guangzhou

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

This role supports high-value client relationship management and wealth management within HSBC's International Wealth and Premier Banking (IWPB). Responsibilities include client engagement, managing portfolios of high-net-worth individuals, and achieving sales goals while adhering to regulatory compliance

Job Responsibility:

Support the achievement of Country AOP
Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
Effective use of tools and information to drive client service delivery and WPB performance
Maintain a minimum standard of qualifying Premier clients within the portfolio as stated by Group
Build a high personal and corporate profile in the community in which you are based
Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
Establish and agree client contact strategies in line with Group operating models
Own the client relationship with HSBC
Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
Maintain highest standard of excellence in client service across the team and with individual portfolio
Ongoing analysis of client portfolios through marketing of ideas and researching clients
Monitor client satisfaction data implementing portfolio level improvements
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
To work as part of an integrated branch management team to ensure standards and are met and operating models delivered
Proactively support others through direct and indirect actions beyond activities particular to this role
Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journey
Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs
Agree and manage lending facilities within any agreed Approval Authority (RAA)
Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss
Adhere to selling process and sales quality requirements

Requirements:

Bachelor's degree or equivalent experience
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HBCN
Understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly
Be ambitious about providing the highest standards of delivery to colleagues and clients
Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity
Be authentic and show ability to engage with colleagues and clients to deliver at pace
Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

What we offer:

Flexible working
Opportunities to grow within an inclusive and diverse environment
Continuous professional development

Additional Information:

Job Posted:
September 01, 2025

Expiration:
October 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Assistant Premier Relationship Manager

HSBC

Location:China, Guangzhou

Category:Banking

Contract Type:Employment contract