卓越理財 尊尚客戶關係副總裁/協理 VP/AVP Premier Elite Relationship Manager (Taipei, Taipei City, TW, 106030)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Relationship management","Influencing","Negotiation"]

A client-facing Premier Elite Relationship Manager role within HSBC’s wealth and private banking division. You will manage a portfolio of top-tier Premier clients, deliver personalised wealth advice, build lasting relationships, and drive growth in line with HSBC’s TBM for Premier Elite, while coordinating with wealth planning and product teams.

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FursaFursa
HSBC
HSBC
6 months ago

卓越理財 尊尚客戶關係副總裁/協理 VP/AVP Premier Elite Relationship Manager (Taipei, Taipei City, TW, 106030)

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Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

A client-facing Premier Elite Relationship Manager role within HSBC’s wealth and private banking division. You will manage a portfolio of top-tier Premier clients, deliver personalised wealth advice, build lasting relationships, and drive growth in line with HSBC’s TBM for Premier Elite, while coordinating with wealth planning and product teams.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Maximize profit and achievement of the growth of Premier Elite portfolio.
  • •Achieve agreed KPI objectives by development of existing and new relationship.
  • •Build effective relationships with Premier Elite customers to retain and develop sustainable relationships.
  • •Complete regular review with clients to understand their current and long term needs and to educate clients and provide financial advice.
  • •Effective use of tools and information to deliver satisfied clients service and expected performance result.

Key Requirements

  • •Strong track record in wealth management with high-net-worth clients and wealth product sales
  • •Professional and regulatory qualifications as required by market
  • •Understanding of Group Wealth Strategy and ability to plan own activities accordingly
  • •Ability to articulate client needs and provide tailored financial advice for wealth creation and capital preservation
  • •Ambitious with goals, capable of delivering stretch targets with courage and tenacity
Experience:Wealth managementPrivate banking
Skills:CommunicationRelationship managementInfluencingNegotiation
Languages:EnglishMandarin

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