CrawlJobs Logo

Senior Premier Wealth Relationship Manager

https://www.hsbc.com Logo

HSBC

Location Icon

Location:
Vietnam, Ha Noi

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

Job Description:

Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

Job Responsibility:

  • Maximize profit and achievement of the growth of Premier clients portfolio
  • Achieve agreed financial targets 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
  • Capabilities in introducing 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 country
  • 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:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 13, 2025

Expiration:
August 31, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.