Senior Premier Relationship Manager 卓越理财高级客户经理

HSBC
Beijing
Full timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Interpersonal skills","Relationship building","Customer centricity","Commercial orientation"]

Develop and deepen long-term relationships with an assigned Premier clientele portfolio, managing total wealth by matching financial and investment products to clients’ needs. Promote Premier services to prospects, uncover needs, and refer opportunities to other business units as appropriate. Support branch improvement initiatives by collecting customer feedback and ensuring compliance with audit requirements, quality assurance, and operating standards.

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FursaFursa
HSBC
HSBC
16 hours ago

Senior Premier Relationship Manager 卓越理财高级客户经理

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Develop and deepen long-term relationships with an assigned Premier clientele portfolio, managing total wealth by matching financial and investment products to clients’ needs. Promote Premier services to prospects, uncover needs, and refer opportunities to other business units as appropriate. Support branch improvement initiatives by collecting customer feedback and ensuring compliance with audit requirements, quality assurance, and operating standards.
Location: Beijing
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

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 their needs, and make referrals to other business units when appropriate.
  • •Support branch improvement initiatives by providing customer feedback on service.
  • •Ensure compliance with audit requirements and quality assurance/operating standards.

Pay and Benefits

Perks:Health InsurancePensionRemote Work

Key Requirements

  • •University-level education, preferably in finance, business, or related disciplines.
  • •Experience in a client-facing environment with strong relationship-building capability.
  • •Strong sales and customer orientation, with good communication and interpersonal skills.
  • •High customer-centricity and dedication to deliver exceptional service quality.
  • •Fluency in Mandarin and English, with strong understanding and interest in financial markets.
Education:Bachelor's
Skills:CommunicationInterpersonal skillsRelationship buildingCustomer centricityCommercial orientation
Languages:MandarinEnglish

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