Branch VRM (Chengdu, SC, CN, 610000)

HSBC
Chengdu
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing skills","Networking","Portfolio management"]

Manage and grow relationships with Premier/wealth clients within International Wealth and Premier Banking, supporting business targets and KPI achievement. Build and maintain client portfolios through reviews, needs assessments, and advice on insurance and investment solutions. Use internal tools and CRM data to drive client service delivery, monitor satisfaction, and coach branch teams. Ensure compliance with lending, selling, and operational risk requirements while maintaining high standards of client service.

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FursaFursa
HSBC
HSBC
4 days ago

Branch VRM (Chengdu, SC, CN, 610000)

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Last checked: 16 hours agoStatus: Live

Job Summary

Manage and grow relationships with Premier/wealth clients within International Wealth and Premier Banking, supporting business targets and KPI achievement. Build and maintain client portfolios through reviews, needs assessments, and advice on insurance and investment solutions. Use internal tools and CRM data to drive client service delivery, monitor satisfaction, and coach branch teams. Ensure compliance with lending, selling, and operational risk requirements while maintaining high standards of client service.
Location: Chengdu
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Support the achievement of Country AOP and agreed KPI objectives through development of existing and new client relationships.
  • •Conduct regular client reviews to understand current and long-term needs and advise on products and services to meet client goals.
  • •Maintain qualifying Premier client standards within your portfolio and manage client contact strategies aligned to operating models.
  • •Monitor sales activity management information and use CRM data to ensure complete, up-to-date client information; implement portfolio improvements based on satisfaction data.
  • •Ensure lending facilities, sales processes, and operational risk activities follow HSBC policies and guidelines while maintaining fair outcomes and orderly market operations.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of proven, progressive 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 financial services products, including CRM system knowledge.
Experience:3+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestment products
Education:Bachelor's
Skills:CommunicationClient focusInfluencing skillsNetworkingPortfolio management
Languages:EnglishLocal languages
Tech Stack:Client Relationship Management 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