Premier Relationship Officer, HSBC

HSBC

Location:
China, Shenzhen

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Premier Relationship Officer role within HSBC International Wealth and Premier Banking (IWPB), serving customers from retail to ultra high net worth individuals. The role focuses on building client relationships, providing wealth management solutions, and achieving business performance targets through excellent client service and sales of financial products.

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
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community
Establish and agree client contact strategies in line with Group operating models
Fully utilise and input to Client Relationship Management data
Maintain a deep understanding and technical knowledge of relevant products and services
Maintain highest standard of excellence in client service
Work with the broader branch, support and direct teams to ensure achievement of the business performance measures
Deliver fair outcomes for our customers
Work as part of an integrated branch management team
Collaborate with the wider team to deliver the Branch WPB Performance measures
Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual
Agree and manage lending facilities within any agreed Approval Authority (RAA)
Manage operational risk

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 the ability to 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 10, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Premier Relationship Officer