Premier Relationship Director, Shanghai Kwah Centre Sub-branch (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Executive & General ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Sales","Communication","Interpersonal skills","Customer centricity"]

Own and grow a Premier Elite client portfolio by building long-term, trusted relationships. Manage clients’ total wealth by matching financial and investment solutions to their needs, and promote Premier Elite Service to potential clients through needs discovery and referrals. Support branch improvement initiatives by collecting customer feedback, ensuring compliance with audit requirements, and delivering exceptional client experiences. Requires relationship management experience and Mandarin/English fluency.

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FursaFursa
HSBC
HSBC
1 month ago

Premier Relationship Director, Shanghai Kwah Centre Sub-branch (Shanghai, SH, CN, 200001)

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Last checked: 13 hours agoStatus: Live

Job Summary

Own and grow a Premier Elite client portfolio by building long-term, trusted relationships. Manage clients’ total wealth by matching financial and investment solutions to their needs, and promote Premier Elite Service to potential clients through needs discovery and referrals. Support branch improvement initiatives by collecting customer feedback, ensuring compliance with audit requirements, and delivering exceptional client experiences. Requires relationship management experience and Mandarin/English fluency.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Develop the Premier Elite customer base and establish long-term relationships with an assigned Premier Elite clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment product solutions to their needs.
  • •Promote Premier Elite Service to potential customers, explore their needs, and refer to other business units when appropriate.
  • •Support branch improvement initiatives by providing customer feedback and ensuring compliance with audit requirements and quality assurance.
  • •Build trusting relationships with existing and potential Premier Elite clients to exceed client expectations.

Key Requirements

  • •University-level education, preferably in finance, business, or a related discipline.
  • •At least 5 years of experience as a Relationship Manager.
  • •Experience in client-facing environments with strong relationship-building capability.
  • •Strong sales and customer orientation, with good communication and interpersonal skills.
  • •Fluency in Mandarin and English.
Experience:5+ years
Education:Bachelor's in finance, business, or related discipline
Skills:Relationship buildingSalesCommunicationInterpersonal skillsCustomer centricity
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