4 months ago

Associate Premier Relationship Manager RM2 (Qingdao, SD, CN, 266071)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

An experienced wealth and premier banking professional cultivates and expands high-net-worth client relationships, delivering tailored wealth management solutions, maintaining CRM data, and collaborating with branch teams to achieve performance targets while ensuring compliant, high-quality client service.

Location: Qingdao

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Build and maintain the client relationship with HSBC and provide best-in-class wealth solutions.
•Achieve KPIs and contribute to the country AOP through development of existing and new relationships.
•Conduct regular reviews with clients to understand current and long-term needs and advise on products and services.
•Maintain and input complete client information in the Client Relationship Management system and use tools to drive client service delivery.
•Collaborate with the branch team to deliver WPB performance and ensure exceptional client service across the portfolio.

Key Requirements

•Bachelor's degree or equivalent experience
•Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
•Evidence of strong sales results in insurance and investment products
•Relationship management experience with high net worth clients
•Strong technical skills in wealth management

Experience:3+ yearsBankingWealth managementRetail sales

Education:Bachelor's

Skills:CommunicationRelationship-buildingInfluencingNetworkingCustomer-service

Certifications:Licensing

Languages:English

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: 3.6

Website LinkedIn

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HSBC

4 months ago

Associate Premier Relationship Manager RM2 (Qingdao, SD, CN, 266071)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Qingdao

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Build and maintain the client relationship with HSBC and provide best-in-class wealth solutions.
•Achieve KPIs and contribute to the country AOP through development of existing and new relationships.
•Conduct regular reviews with clients to understand current and long-term needs and advise on products and services.
•Maintain and input complete client information in the Client Relationship Management system and use tools to drive client service delivery.
•Collaborate with the branch team to deliver WPB performance and ensure exceptional client service across the portfolio.

Key Requirements

•Bachelor's degree or equivalent experience
•Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
•Evidence of strong sales results in insurance and investment products
•Relationship management experience with high net worth clients
•Strong technical skills in wealth management

Experience:3+ yearsBankingWealth managementRetail sales

Education:Bachelor's

Skills:CommunicationRelationship-buildingInfluencingNetworkingCustomer-service

Certifications:Licensing

Languages:English

Company Brief

HSBC

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: 3.6

Website LinkedIn