HSBC

3 weeks ago

Relationship Manager Private Bank Shanghai (Shanghai, SH, CN, 200001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Drive growth of assets under management and revenue by establishing and managing high-net-worth client relationships in HSBC Private Banking across Shanghai/Beijing/Guangzhou, monitoring portfolios to identify cross-selling opportunities, and coordinating with International Wealth and Premier Banking, Corporate Banking, and Global Banking to deliver tailored wealth solutions while ensuring strict regulatory compliance.

Location: Shanghai, Beijing, Guangzhou

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Establish new private banking relationships and manage existing relationships in order to grow Assets Under Management and Revenue.
•Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential.
•Work closely with other HSBC departments, including International Wealth and Premier Banking, Corporate Banking, and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients.
•Leverage HSBC channels, network and brand to pursue business development activities with a focus on International Private Wealth clients.
•Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance.

Key Requirements

•At least 10 years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
•Proven track record in asset gathering, asset growth and revenue generation
•Excellent communication and negotiation skills
•Strong focus on client servicing
•Attention to detail and the ability to think creatively to solve problems

Experience:10+ yearsPrivate bankingWealth management

Skills:CommunicationNegotiationClient servicingProblem-solvingRelationship management

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: 3.6

Website LinkedIn

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HSBC

3 weeks ago

Relationship Manager Private Bank Shanghai (Shanghai, SH, CN, 200001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Shanghai, Beijing, Guangzhou

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Establish new private banking relationships and manage existing relationships in order to grow Assets Under Management and Revenue.
•Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential.
•Work closely with other HSBC departments, including International Wealth and Premier Banking, Corporate Banking, and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients.
•Leverage HSBC channels, network and brand to pursue business development activities with a focus on International Private Wealth clients.
•Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance.

Key Requirements

•At least 10 years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
•Proven track record in asset gathering, asset growth and revenue generation
•Excellent communication and negotiation skills
•Strong focus on client servicing
•Attention to detail and the ability to think creatively to solve problems

Experience:10+ yearsPrivate bankingWealth management

Skills:CommunicationNegotiationClient servicingProblem-solvingRelationship management

Company Brief

HSBC

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: 3.6

Website LinkedIn