PC Desk RM - China Team (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceSkills: ["Communication","Negotiation","Attention to detail","Problem-solving","Client servicing"]

Manage and grow relationships with HSBC’s high net worth private wealth clients by delivering a full suite of wealth management and banking services. Establish new private banking relationships, monitor client portfolios for opportunities, and drive revenue and AUM growth. Partner across Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets for cross-selling, coordinate with credit advisors on bespoke lending, and ensure strict compliance with internal control standards.

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HSBC
HSBC
2 days ago

PC Desk RM - China Team (Central, Hong Kong Island, HK)

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Last checked: 10 hours agoStatus: Live

Job Summary

Manage and grow relationships with HSBC’s high net worth private wealth clients by delivering a full suite of wealth management and banking services. Establish new private banking relationships, monitor client portfolios for opportunities, and drive revenue and AUM growth. Partner across Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets for cross-selling, coordinate with credit advisors on bespoke lending, and ensure strict compliance with internal control standards.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Provide wealth management and banking services to HSBC’s 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 potential.
  • •Work with internal teams to identify cross-selling opportunities across HSBC products and services.
  • •Ensure strict compliance with internal control standards, including risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •7+ years of relationship management experience, ideally in private banking, commercial banking, or investment banking.
  • •Proven track record in client acquisition, asset gathering, asset growth, and revenue generation.
  • •Excellent communication and negotiation skills.
  • •Strong attention to detail with the ability to think creatively and solve problems.
  • •Excellent understanding of financial markets and wealth management products.
Experience:Private bankingCommercial bankingInvestment bankingWealth managementHNW (high net worth)
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