Prestige Relationship Manager 2

HSBC
Guangzhou
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Self-motivation","Outgoing personality","Ability to work independently","Ability to work under pressure","Relationship building"]

Acquire and onboard high-net-worth customers while promoting a range of wealth management products and services. Strengthen and maintain relationships with existing clients, delivering quality after-sales service. Ensure accurate and timely execution of customer orders, working within wealth and banking offerings across the Hang Seng Retail Banking Wealth platform.

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HSBC
HSBC
1 month ago

Prestige Relationship Manager 2

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Closed

Job Summary

Acquire and onboard high-net-worth customers while promoting a range of wealth management products and services. Strengthen and maintain relationships with existing clients, delivering quality after-sales service. Ensure accurate and timely execution of customer orders, working within wealth and banking offerings across the Hang Seng Retail Banking Wealth platform.
Location: Guangzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire new high-net-worth customers and promote wealth management products/services.
  • •Build and strengthen relationships with existing customers.
  • •Provide quality after-sales service for customers.
  • •Ensure best execution of customer orders.

Key Requirements

  • •Bachelor’s degree or above in Business Administration or a related discipline (preferred).
  • •Minimum of four years’ sales or customer service experience in the banking/financial industry, preferably with familiarity in wealth management and mortgage products/services, and a solid customer network.
  • •Knowledge of regulations including PBOC, CBIRC, SAFE and taxation.
  • •Strong self-motivation, outgoing personality, and ability to work independently and under pressure.
  • •Proficiency in both English and Chinese, with good knowledge of PC application software (CET level 6 preferred).
Experience:BankingFinancial servicesWealth management
Education:Bachelor's in Business Administration
Skills:Self-motivationOutgoing personalityAbility to work independentlyAbility to work under pressureRelationship building
Certifications:CET level 6
Languages:EnglishChinese
Tech Stack:PC application software

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