BRANCH VRM (Chengdu, SC, CN, 610000)

HSBC
Chengdu
Full timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Customer engagement","Sales execution","Compliance mindset","Goal setting"]

Drive portfolio growth and successful referrals across wealth, retail, international, and GPB channels within International Wealth and Premier Banking. Manage customer engagement and activation, fulfill wealth needs, and maintain global and local compliance standards tied to the IWPB strategy. Bring strong sales results in insurance and investment products, relationship management experience with high-net-worth clients, and the ability to plan and deliver against stretch goals.

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FursaFursa
HSBC
HSBC
4 days ago

BRANCH VRM (Chengdu, SC, CN, 610000)

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Last checked: 16 hours agoStatus: Live

Job Summary

Drive portfolio growth and successful referrals across wealth, retail, international, and GPB channels within International Wealth and Premier Banking. Manage customer engagement and activation, fulfill wealth needs, and maintain global and local compliance standards tied to the IWPB strategy. Bring strong sales results in insurance and investment products, relationship management experience with high-net-worth clients, and the ability to plan and deliver against stretch goals.
Location: Chengdu
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Drive portfolio growth using WEM capabilities.
  • •Achieve successful referrals across wealth, retail, international, and GPB referral channels.
  • •Engage customers and activate relationships to support wealth needs fulfillment.
  • •Ensure compliance with relevant Group standards and maintain global standards for the IWPB strategy.
  • •Plan own activities aligned with the regional Global Wealth strategy and deliver stretch goals with tenacity.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of proven and progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products.
  • •Experience in relationship management with high net worth clients.
  • •Ability to obtain/maintain appropriate professional and regulatory qualifications as required by the market.
Experience:3+ yearsFinancial servicesRetail salesWealth management
Education:Bachelor's
Skills:Relationship managementCustomer engagementSales executionCompliance mindsetGoal setting

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