卓越理財客戶經理招聘 - Premier Relationship Manager Recruitment

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Sales orientation","Communication","Interpersonal skills","Customer centricity","Commercial orientation","Mature independent mindset","Work effectively under pressure"]

Develop and manage relationships with an assigned Premier client portfolio, matching clients’ financial and investment needs to HSBC wealth solutions. Build customer trust through genuine curiosity and a customer-first mindset, and refer prospects to the right business units. Partner with product specialists for advanced input, promote Premier services, and support branch improvement initiatives while maintaining compliance, audit requirements, and operational integrity.

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HSBC
HSBC
23 hours ago

卓越理財客戶經理招聘 - Premier Relationship Manager Recruitment

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 56 minutes agoStatus: Closed

Job Summary

Develop and manage relationships with an assigned Premier client portfolio, matching clients’ financial and investment needs to HSBC wealth solutions. Build customer trust through genuine curiosity and a customer-first mindset, and refer prospects to the right business units. Partner with product specialists for advanced input, promote Premier services, and support branch improvement initiatives while maintaining compliance, audit requirements, and operational integrity.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Develop the Premier customer base and build long-term relationships with an assigned Premier clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment product solutions to their needs.
  • •Promote Premier Service to potential customers, explore needs, and make referrals to other business units when appropriate.
  • •Connect with product specialists to provide advanced technical input and identify multiple needs for customers.
  • •Support branch improvement initiatives by providing customer feedback, ensuring compliance with audit requirements and quality assurance, and adhering to local and global compliance and business principles/values.

Key Requirements

  • •University-level education, preferably in finance, business, or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building capability.
  • •Strong sales and customer orientation, with good communication and interpersonal skills.
  • •High customer-centric mindset and dedication to delivering exceptional service quality.
  • •Fluency in Cantonese and English (additional languages advantageous), with relevant insurance and investment licenses and CPD compliance (candidates without banking background also considered).
Experience:Client-facingWealth managementFinancial servicesFinancial marketsBanking
Education:Bachelor's in finance, business or a related discipline
Skills:Relationship buildingSales orientationCommunicationInterpersonal skillsCustomer centricityCommercial orientationMature independent mindsetWork effectively under pressure
Licenses:Insurance licenseInvestment licenseContinuing Professional Development (CPD) requirements
Languages:CantoneseEnglish

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