Premier Relationship Manager, HSBC

HSBC

Location:
China, Shenzhen

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Premier Relationship Manager at HSBC will support the achievement of Country AOP, manage client relationships, and drive sales performance within the branch. The role focuses on retaining high net worth relationships, achieving key performance indicators, and aligning with group operating standards. The position also emphasizes a deep understanding of financial products and client portfolio management while ensuring compliance with HSBC's risk and control measures.

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 advise 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 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
Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

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

What we offer:

Flexible working and opportunities to grow
Inclusive and diverse environment
Continuous professional development

Additional Information:

Job Posted:
September 01, 2025

Expiration:
October 13, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager

HSBC

Location:China, Shenzhen

Category:Banking

Contract Type:Employment contract