VP Premier Elite Relationship Manager, HSBC

VP Premier Elite Relationship Manager

HSBC

Location:
Taiwan, Taipei

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

The role is a client facing role managing the HSBC relationship with Premier Elite customers where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.

Job Responsibility:

Maximize profit and achievement of the growth of Premier Elite portfolio
Achieve agreed KPI objectives by development of existing and new relationship
Build effective relationships with Premier Elite customers to retain and develop sustainable relationships
Complete regular review with clients to understand their current and long term needs and to educate clients and provide financial advice, which help them achieve their financial goals
Effective use of tools and information to deliver satisfied clients service and expected performance result
Maintain a minimum standard of qualifying Premier Elite customers within portfolio

Requirements:

Evidence of strong sales results in wealth products and technical skills in wealth management
Solid experience of maintaining relationship with high net worth clients
Influencing and client-oriented communication skills
Professional and regulatory qualifications as required by market
Understanding of Group Wealth Strategy and the ability to plan own activities accordingly
Ambitious about providing the highest standards of delivery to colleagues and clients
Ambition of reaching stretch goals for self and ability to deliver these with courage and tenacity
Making considered decisions that protect HSBC and the business
須具備: 信託業務人員、投信投顧業務員、衍生性金融商品證照、人身保險業務員證照、投資型保險證照、人身保險業務員銷售外幣收付非投資型保險商品證照、金融市場常識與職業道德證照、外匯經辦人員、高齡客戶投保權益保障之相關課程 (2小時) 研習證明書

Additional Information:

Job Posted:
September 25, 2025

Expiration:
October 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

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.