Premier Relationship Officer, HSBC

HSBC

Location:
China, Guangzhou

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Within International Wealth and Premier Banking (IWPB), serve 41 million customers globally with a focus on wealth management and day-to-day finances. Provide borderless banking and world-class financial expertise through the HSBC network. We are seeking an experienced professional to join our team to manage a portfolio of high net worth clients and deliver top-tier services and client outcomes.

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 applicable products and services
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
develop a network of Group and external professional contacts
monitor and act on daily sales activity management information
establish and agree client contact strategies in line with Group operating models
fully utilise and input to Client Relationship Management data, ensuring information is complete and up to date
maintain a deep understanding and technical knowledge of relevant products and services to provide the best solutions for clients
monitor client satisfaction data implementing portfolio level improvements
work with the broader branch team to achieve business goals
ensure sales and operations adhere to HSBC guidelines and policies
manage operational risks and ensure compliance with relevant standards

Requirements:

Attain appropriate professional and regulatory qualifications as required by market
attain any internal standards as required by country
knowledge and experience including 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 and 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 and 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
leadership capabilities including understanding of the immediate regional Global Wealth strategy and 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 deliver with courage and tenacity
authentic and capable of engaging with colleagues and clients to deliver at pace
ability to make considered decisions that protect HSBC and Global Wealth values, reputation and businesses

Nice to have:

Strong communication, client focus and influencing skills
strong sales orientation
networking and portfolio management skills
relationship management experience with high net worth clients
local regulatory and license requirements

What we offer:

Continuous professional development
flexible working
opportunities to grow within an inclusive and diverse environment

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