【見眼界、見實力、見滙豐】卓越理財客戶經理招聘 - Premier Relationship Manager Recruitment (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Sales orientation","Communication","Customer centricity","Commercial orientation"]

Develop and grow a Premier client portfolio by building long-term relationships and matching clients’ financial and investment needs with HSBC wealth solutions. Promote Premier Service, provide referrals to relevant business units, and collaborate with product specialists for advanced input. Support branch improvement initiatives by gathering customer feedback and ensuring audit compliance, operational integrity, and adherence to local and global compliance requirements.

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FursaFursa
HSBC
HSBC
4 hours ago

【見眼界、見實力、見滙豐】卓越理財客戶經理招聘 - Premier Relationship Manager Recruitment (Central, Hong Kong Island, HK)

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Last checked: 4 hours agoStatus: Live

Job Summary

Develop and grow a Premier client portfolio by building long-term relationships and matching clients’ financial and investment needs with HSBC wealth solutions. Promote Premier Service, provide referrals to relevant business units, and collaborate with product specialists for advanced input. Support branch improvement initiatives by gathering customer feedback and ensuring audit compliance, operational integrity, and adherence to local and global compliance requirements.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop the Premier customer base and establish long-term relationships with an assigned Premier clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment product solutions to their needs.
  • •Demonstrate customer curiosity and support clients in achieving their financial ambitions.
  • •Connect with product specialists to provide advanced technical input and identify/fulfill multiple needs.
  • •Promote Premier Service, explore potential customers’ needs, make referrals, and support branch improvement and compliance requirements.

Pay and Benefits

Perks:Health Insurance

Key Requirements

  • •University-level education, preferably in finance, business or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building ability.
  • •Strong sales and customer orientation with good communication and interpersonal skills.
  • •Demonstrated customer-centric mindset and dedication to deliver high-quality service.
  • •Good understanding and strong interest in financial markets; fluency in Cantonese and English (additional languages preferred).
Experience:BankingWealth managementFinancial servicesCustomer-facing
Education:Bachelor's in Finance, business or related discipline
Skills:Relationship buildingSales orientationCommunicationCustomer centricityCommercial orientation
Licenses:Insurance licenseInvestment license
Languages:CantoneseEnglish

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn