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Premier Relationship Manager

https://www.hsbc.com Logo

HSBC

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Location:
China, Guangzhou

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Serve high net worth clients in International Wealth and Premier Banking, helping customers manage, protect and grow their wealth through best-in-class, mobile-first capabilities and exceptional people.

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 products and services
  • Maintain a minimum standard of qualifying Premier clients within portfolio
  • Build a high personal and corporate profile in the community
  • Develop network of Group and External professional contacts
  • Monitor and act on daily sales activity management information
  • Establish and agree client contact strategies
  • Fully utilise and input to Client Relationship Management data

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

Nice to have:

  • Understanding of the immediate regional Global Wealth strategy
  • Ability to set stretch goals for self and deliver these with courage and tenacity
  • Ability to engage with colleagues and clients to deliver at pace
  • Ability to make considered decisions that protect HSBC & Global Wealth values, reputation and businesses

Additional Information:

Job Posted:
September 01, 2025

Expiration:
October 13, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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