汇丰私人银行客户经理 (Shanghai, SH, CN, 200001)

HSBC
Shanghai, Beijing, Guangzhou, Shenzhen, Chengdu, Hangzhou
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 8+ yearsSkills: ["Communication","Relationship management","Client engagement"]

Join HSBC's Global Private Banking & Wealth team to service high net worth clients across major Chinese markets, delivering tailored wealth management solutions, investment opportunities, and succession planning while collaborating with product and advisory teams to grow client relationships in a multi-city footprint.

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FursaFursa
HSBC
HSBC
6 months ago

汇丰私人银行客户经理 (Shanghai, SH, CN, 200001)

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Last checked: 6 hours agoStatus: Live

Job Summary

Join HSBC's Global Private Banking & Wealth team to service high net worth clients across major Chinese markets, delivering tailored wealth management solutions, investment opportunities, and succession planning while collaborating with product and advisory teams to grow client relationships in a multi-city footprint.
Location: Shanghai, Beijing, Guangzhou, Shenzhen, Chengdu, Hangzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Develop and manage relationships with high net worth clients across identified Chinese markets
  • •Provide wealth management advice, portfolio construction, and investment solutions tailored to client needs
  • •Collaborate with product, advisory, and operations teams to deliver personalized private banking experiences
  • •Ensure compliance with regulatory requirements and risk management standards across client activities
  • •Support business development, client onboarding, and succession planning for UHNW clients

Key Requirements

  • •8 years of relevant private banking/wealth management experience
  • •Proven ability to manage client relationships and drive business growth
  • •Strong knowledge of wealth management products, investment solutions and risk controls
  • •Excellent communication and interpersonal skills
  • •Understanding of regulatory and compliance standards in private banking
Experience:8+ years
Skills:CommunicationRelationship managementClient engagement
Languages:ChineseEnglish

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