Branch VRM Nanjing NJX Sub-branch (Nanjing, JS, CN, 230001)

HSBC
Nanjing
Full timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Client focus","Communication","Influencing","Sales orientation","Relationship management"]

Own and grow a portfolio of international premier clients by delivering professional service, identifying needs, and upgrading or acquiring clients. Support the Branch Manager in meeting business requirements, customer satisfaction, and quality control. Provide wealth review opportunities and deliver wealth solutions while partnering with internal teams via compliant referrals and ongoing portfolio reviews to ensure solutions remain suitable.

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FursaFursa
HSBC
HSBC
2 days ago

Branch VRM Nanjing NJX Sub-branch (Nanjing, JS, CN, 230001)

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Last checked: 7 hours agoStatus: Live

Job Summary

Own and grow a portfolio of international premier clients by delivering professional service, identifying needs, and upgrading or acquiring clients. Support the Branch Manager in meeting business requirements, customer satisfaction, and quality control. Provide wealth review opportunities and deliver wealth solutions while partnering with internal teams via compliant referrals and ongoing portfolio reviews to ensure solutions remain suitable.
Location: Nanjing
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage a portfolio of international clients and build quality customer relationships through needs fulfillment
  • •Acquire new HSBC clients and upgrade existing clients by becoming a trusted advisor
  • •Review the portfolio regularly to ensure solutions remain suitable and embed client loyalty
  • •Refer non-qualified business to appropriate parties following HSBC proposition protocol and deliver simple retail sales to complete goals
  • •Support operational integrity by managing individual and team performance to HSBC Group standards, in coordination with Compliance, Credit & Risk, and Internal Control

Key Requirements

  • •Bachelor’s degree or equivalent experience
  • •Minimum of three years in financial services and/or retail sales, with evidence of strong sales results in insurance and investment products
  • •Experience managing relationships with high-net-worth clients and delivering wealth management support
  • •Strong technical skills in wealth management and understanding of financial services products, client relationship management systems, and business banking client segments
  • •Must communicate in English and local languages and hold valid local regulatory/licenses and required accreditation for wealth management
Experience:Financial servicesRetail bankingWealth managementInsuranceInvestment products
Education:Bachelor's
Skills:Client focusCommunicationInfluencingSales orientationRelationship management
Languages:English
Tech Stack:Wealth managementClient relationship management systemRisk and complianceCreditInternal control

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