ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Shanghai HKPB Sub-branch

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Sales orientation","Communication","Interpersonal skills","Customer centricity","Commercial orientation","Mature judgment"]

Drive the growth and retention of a Premier client portfolio by building long-term relationships and developing customers’ wealth plans. Manage clients’ total wealth by matching financial and investment solutions to their needs, promote Premier services to prospective clients, and make appropriate referrals. Support branch improvement initiatives through customer feedback while ensuring compliance with audit requirements and quality assurance. Fluency in Mandarin and English is required.

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FursaFursa
HSBC
HSBC
1 day ago

ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Shanghai HKPB Sub-branch

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Last checked: 42 minutes agoStatus: Live

Job Summary

Drive the growth and retention of a Premier client portfolio by building long-term relationships and developing customers’ wealth plans. Manage clients’ total wealth by matching financial and investment solutions to their needs, promote Premier services to prospective clients, and make appropriate referrals. Support branch improvement initiatives through customer feedback while ensuring compliance with audit requirements and quality assurance. Fluency in Mandarin and English is required.
Location: Shanghai
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 solutions to their needs.
  • •Promote Premier Service to potential customers, explore their needs, and refer to other business units when appropriate.
  • •Support branch improvement initiatives by providing customer feedback on service.
  • •Ensure compliance with audit requirements and quality assurance.

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 centricity and dedication to delivering exceptional service quality.
  • •Fluency in Mandarin and English, with a strong interest in the financial markets.
Experience:Financial marketsWealth managementPremier banking
Education:Bachelor's
Skills:Relationship buildingSales orientationCommunicationInterpersonal skillsCustomer centricityCommercial orientationMature judgment
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