Branch VRM, HSBC - Job Offer

HSBC

Location:
China, Nanjing

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

HSBC International Wealth and Premier Banking (IWPB) serves 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 and Insurance.

Job Responsibility:

Directly manage a portfolio of International Clients and build quality customer relationship via professional service and needs fulfillment
Support Branch Manager in delivering up-to-standard business requirement, customer satisfaction and quality control
Active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them
Review the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners
Refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality and complete simple retail sales
Identify opportunities for wealth reviews and delivering wealth solutions as an adviser
Maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team
Create and maintain an environment and relationships where you and the wider Branch team maximise performance in achieving the IWPB business objectives
Ensure the portfolio is effectively run managing to the Target Operating Model (TOM) as defined by HSBC Group

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

Nice to have:

Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HBCN

What we offer:

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

Additional Information:

Job Posted:
May 28, 2025

Expiration:
June 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch VRM