ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Xiamen XBI Sub-branch (Xiamen, FJ, CN, 361012)

HSBC
Xiamen
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Networking"]

Own and grow relationships with HSBC Premier clients within International Wealth and Premier Banking. Meet KPIs through developing existing and new client relationships, conducting regular reviews to understand needs, and advising on wealth management products and services. Maintain client data in the client relationship management system, monitor satisfaction, and use sales activity tools to coach branch teams while ensuring compliant lending, risk management, and fair outcomes.

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FursaFursa
HSBC
HSBC
1 day ago

ASSOCIATE PREMIER RELATIONSHIP MANAGER RM2 Xiamen XBI Sub-branch (Xiamen, FJ, CN, 361012)

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Last checked: 6 hours agoStatus: Live

Job Summary

Own and grow relationships with HSBC Premier clients within International Wealth and Premier Banking. Meet KPIs through developing existing and new client relationships, conducting regular reviews to understand needs, and advising on wealth management products and services. Maintain client data in the client relationship management system, monitor satisfaction, and use sales activity tools to coach branch teams while ensuring compliant lending, risk management, and fair outcomes.
Location: Xiamen
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support achievement of Country AOP and deliver agreed KPIs through development of existing and new relationships.
  • •Own the client relationship, maintaining strong technical knowledge to provide best solutions and maximize revenues.
  • •Conduct regular client reviews to assess short- and long-term needs and advise on relevant products and services.
  • •Maintain qualifying Premier client standards in the portfolio and build a personal and corporate community profile to introduce new business.
  • •Monitor daily sales activity information and internal tools to coach the wider Branch team, while managing lending facilities and operational risk in line with policy guidelines.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of progressive financial services and/or retail sales experience.
  • •Proven sales results in insurance and investment products, with relationship management experience for high net worth clients.
  • •Strong technical skills in wealth management and sound knowledge of financial services products and the client relationship management system.
  • •Ability to communicate well in English and local languages; hold required local regulatory licenses/qualifications for wealth management (as required by HBCN).
Experience:3+ yearsFinancial servicesRetail salesWealth managementHigh net worthInsuranceInvestments
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationNetworking
Languages:English
Tech Stack:Client Relationship 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
Glassdoor: 3.6
WebsiteLinkedIn