Senior Relationship Manager II, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it. The banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. The team offers professional wealth management advice at both a local level and on a global scale. Should you join our Private Banking business, you will focus on building close relationships with high-net-worth customers, providing professional advice and premium service to them and contributing to the profitability of the Bank.

Job Responsibility:

Develop and manage a portfolio of ultra HNW private banking customers
Provide investment advice and deliver premium service to customers and execute their orders
Perform investment portfolios analysis, monitor the performance and make necessary recommendation on portfolio re-allocation
Manage the credit quality and monitor the exposure of customers’ loan portfolios
Work with internal departments to solicit business referrals

Requirements:

University degree in a related discipline OR other relevant qualifications such as CFP or CFA
Passes in the HKSI licensing examinations
Minimum 10 years’ banking experience, with good knowledge of investment products
Strong sales orientation and ability to work under pressure
Ability to communicate effectively, embrace change and overcome challenges
Strong desire to learn and able to work in Agile environment
Good communication, interpersonal, analytical and relationship management skills
Proficiency in both written English and Chinese. Fluency in Putonghua and other dialects an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

Nice to have:

Fluency in Putonghua and other dialects an advantage
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

What we offer:

Good career development opportunities
Competitive compensation packages

Additional Information:

Job Posted:
May 07, 2025

Expiration:
June 06, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Relationship Manager II