PC Desk RM

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 7+ yearsSkills: ["Communication","Negotiation","Attention to detail","Problem-solving","Client servicing"]

Manage and grow relationships with HSBC high net worth individual clients by providing wealth management and banking services end to end. Build new private banking relationships, monitor portfolios to uncover opportunities, and drive revenue and assets under management growth. Partner across Wealth and Personal Banking, Commercial Banking, and Global Banking & Markets for cross-selling, support bespoke lending with credit advisors, and ensure strict adherence to risk, regulatory, and financial crime compliance requirements.

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FursaFursa
HSBC
HSBC
16 hours ago

PC Desk RM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live

Job Summary

Manage and grow relationships with HSBC high net worth individual clients by providing wealth management and banking services end to end. Build new private banking relationships, monitor portfolios to uncover opportunities, and drive revenue and assets under management growth. Partner across Wealth and Personal Banking, Commercial Banking, and Global Banking & Markets for cross-selling, support bespoke lending with credit advisors, and ensure strict adherence to risk, regulatory, and financial crime compliance requirements.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Provide the full suite of wealth management and banking services to high net worth individual clients.
  • •Establish new private banking relationships and manage existing relationships to grow AUM and revenue.
  • •Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth.
  • •Coordinate with internal teams to identify cross-selling opportunities and bring relevant products and services to clients.
  • •Ensure compliance with HSBC internal control standards, including risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •7+ years of relationship management experience, ideally in private, commercial, or investment banking.
  • •Proven track record in client acquisition, asset gathering/growth, and revenue generation.
  • •Excellent communication and negotiation skills.
  • •Strong attention to detail with creative problem-solving ability.
  • •Excellent understanding of financial markets and wealth management products.
Experience:7+ yearsPrivate bankingCommercial bankingInvestment bankingWealth management
Skills:CommunicationNegotiationAttention to detailProblem-solvingClient servicing
Languages:EnglishMandarinCantonese

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