PC Desk RM - Private Banking

HSBC
America/Chicago
Full timeFunction: Banking, Lending & CreditSkills: ["Relationship management","Communication","Negotiation","Attention to detail","Client servicing"]

Build and manage private banking relationships for high net worth clients, delivering wealth management and banking services to grow AUM, revenue, and lending balances. Monitor client portfolios to identify opportunities, and partner with Wealth, Commercial Banking, and Global Banking & Markets teams to drive cross-selling. Work with credit advisors for tailored lending solutions while ensuring strong compliance with internal control, risk, regulatory, and financial crime standards.

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FursaFursa
HSBC
HSBC
6 days ago

PC Desk RM - Private Banking

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Last checked: 58 minutes agoStatus: Live

Job Summary

Build and manage private banking relationships for high net worth clients, delivering wealth management and banking services to grow AUM, revenue, and lending balances. Monitor client portfolios to identify opportunities, and partner with Wealth, Commercial Banking, and Global Banking & Markets teams to drive cross-selling. Work with credit advisors for tailored lending solutions while ensuring strong compliance with internal control, risk, regulatory, and financial crime standards.
Location: America/Chicago
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide the full suite of 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 to identify additional business opportunities and revenue growth potential.
  • •Coordinate with other HSBC departments to identify cross-selling opportunities and bring relevant products and services to clients.
  • •Ensure strict compliance with internal control standards across risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •Provide wealth management and banking services to high net worth clients and build new private banking relationships.
  • •Demonstrate a track record in client acquisition, asset gathering/growth, and revenue generation.
  • •Possess strong communication and negotiation skills with attention to detail and problem-solving ability.
  • •Have a solid understanding of financial markets and wealth management products.
  • •Speak fluent English and Mandarin (Cantonese may be beneficial).
Experience:Private bankingWealth managementCommercial bankingInvestment banking
Skills:Relationship managementCommunicationNegotiationAttention to detailClient 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