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, 110)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Communication","Influencing","Relationship management","Client oriented","Regulatory knowledge"]

Client-facing wealth management role managing HSBC’s Premier Elite relationships. Responsible for growing a high-net-worth portfolio, delivering personalised financial planning and wealth advice, and achieving KPIs within the WPB TBM framework. Focus is on relationship development, client education, and sustainable portfolio performance in a premier wealth segment.

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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, 110)

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Last checked: 14 hours agoStatus: Live

Job Summary

Client-facing wealth management role managing HSBC’s Premier Elite relationships. Responsible for growing a high-net-worth portfolio, delivering personalised financial planning and wealth advice, and achieving KPIs within the WPB TBM framework. Focus is on relationship development, client education, and sustainable portfolio performance in a premier wealth segment.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Maximize profit and growth of the Premier Elite portfolio.
  • •Achieve KPI objectives through development of existing and new relationships.
  • •Build effective relationships with Premier Elite customers to retain and develop sustainable relationships.
  • •Complete regular reviews with clients to understand current and long-term needs and provide financial advice.
  • •Maintain a minimum standard of qualifying Premier Elite customers within the portfolio.

Key Requirements

  • •Strong sales results in wealth products and wealth management experience.
  • •Solid experience maintaining relationships with high net worth clients.
  • •Influencing and client-oriented communication skills.
  • •Professional and regulatory qualifications as required by market.
  • •Understanding of Group Wealth Strategy and ability to plan own activities accordingly.
Experience:Wealth managementPrivate bankingFinancial planning
Skills:CommunicationInfluencingRelationship managementClient orientedRegulatory knowledge
Licenses:Licensed/Qualification Requirement (multiple)

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