ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Wuxi WHP Sub-branch (Wuxi, JS, CN, -)

HSBC
China
Full timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Networking","Portfolio management"]

Own client relationships for HSBC Premier clients within International Wealth and Premier Banking, driving performance against KPIs and retaining/developing sustainable relationships. Conduct regular reviews to understand current and long-term needs and advise on relevant wealth products and services. Use client relationship management tools to keep data accurate, monitor client satisfaction, and coach the branch using sales activity information while supporting risk and operational policy requirements.

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FursaFursa
HSBC
HSBC
2 days ago

ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Wuxi WHP Sub-branch (Wuxi, JS, CN, -)

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Job Summary

Own client relationships for HSBC Premier clients within International Wealth and Premier Banking, driving performance against KPIs and retaining/developing sustainable relationships. Conduct regular reviews to understand current and long-term needs and advise on relevant wealth products and services. Use client relationship management tools to keep data accurate, monitor client satisfaction, and coach the branch using sales activity information while supporting risk and operational policy requirements.
Location: China
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support the achievement of Country AOP and agreed KPI objectives by developing existing and new relationships.
  • •Build and maintain effective client relationships through regular portfolio reviews and needs-based advice on products and services.
  • •Maintain minimum standards of qualifying Premier clients within the portfolio and complete ongoing analysis of client portfolios.
  • •Use sales activity and internal tools to drive client service delivery and coach the wider branch team in support of business goals.
  • •Ensure sales and operations follow HSBC lending guidelines, manage operational risk using management information, and maintain orderly and transparent conduct of financial markets.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum of three years of proven financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Strong technical skills in wealth management and sound knowledge of relevant products, services, and client relationship management systems.
Education:Bachelor's
Skills:CommunicationClient focusInfluencingNetworkingPortfolio management
Languages:English
Tech Stack:Client Relationship Management (CRM) system

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