SVP/VP Relationship Manager (Private Banking) (Taipei, Taipei City, TW, 110)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 8+ yearsSkills: ["Communication","Presentation","Relationship management","Client management","Negotiation"]

Senior private banking relationship manager overseeing a complex portfolio of high-net-worth clients, delivering integrated wealth management and advisory solutions. Leverages a strong track record in wealth management, client relationships, and effective communication to lead strategic dialogues, assess market trends, and manage credit facilities with risk controls. MBA preferred; 8+ years’ experience in wealth management required.

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FursaFursa
HSBC
HSBC
6 months ago

SVP/VP Relationship Manager (Private Banking) (Taipei, Taipei City, TW, 110)

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Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Senior private banking relationship manager overseeing a complex portfolio of high-net-worth clients, delivering integrated wealth management and advisory solutions. Leverages a strong track record in wealth management, client relationships, and effective communication to lead strategic dialogues, assess market trends, and manage credit facilities with risk controls. MBA preferred; 8+ years’ experience in wealth management required.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level and deliver creative and flexible customer solutions.
  • •Understand client financial needs and market creditability, monitor market trends and loan outstanding to ensure facilities are properly utilized.
  • •Identify, assess, mitigate and control operational risks, perform loss identification and reporting, and rectify results of risk events to control operational risk cost-effectively.
  • •Collaborate with other private banking teams to provide integrated banking, investment and wealth advisory services.
  • •Ensure compliance with GPAD, FSE and related standards and support lifecycle requirements for on-boarding and ongoing client funding and investment activities.

Key Requirements

  • •University graduates, MBA is preferred
  • •Proven track record expertise and 8+ years of experience in wealth management
  • •Good client relationships with client base
  • •Good communication and presentation skills
  • •GPAD covered
Experience:8+ yearsWealth managementPrivate bankingFinance
Skills:CommunicationPresentationRelationship managementClient managementNegotiation

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