Premier Relationship Manager, HSBC

HSBC

Location:
China, Guangzhou

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:

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 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
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 IWPB Performance measures and plan to support the multi channel client journey
Establish and maintain strong working relationships with colleagues in the wider IWPB businesses and others as appropriate to service client needs
Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
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

Nice to have:

Understanding of the immediate regional Global Wealth strategy
Ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and clients
Ability to set stretch goals for self and the ability to deliver these with courage and tenacity
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

Additional Information:

Job Posted:
June 04, 2025

Expiration:
July 16, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Manager