Premier Relationship Manager 卓越理財 副總裁/協理/資深經理/經理/副理 (全台各分行) (Taipei, Taipei City, TW, 11073)

HSBC
Taipei
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Interpersonal skills","Relationship building","Customer focus"]

Join HSBC Premier to manage and grow relationships with premier clients in Taiwan, providing wealth planning and investment guidance. You’ll maintain and open Premier accounts, deliver tailored wealth management, and support clients in achieving growth while partnering with a high‑touch wealth team.

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FursaFursa
HSBC
HSBC
3 months ago

Premier Relationship Manager 卓越理財 副總裁/協理/資深經理/經理/副理 (全台各分行) (Taipei, Taipei City, TW, 11073)

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Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Join HSBC Premier to manage and grow relationships with premier clients in Taiwan, providing wealth planning and investment guidance. You’ll maintain and open Premier accounts, deliver tailored wealth management, and support clients in achieving growth while partnering with a high‑touch wealth team.
Location: Taipei
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Maintain good relationships with Premier customers and open new accounts
  • •Provide wealth management and planning as a consultant to Premier clients
  • •Fulfill customers’ investment needs to grow wealth management business
  • •Advise clients on investment strategies and products to meet financial goals
  • •Collaborate with the HSBC Premier team to deliver exceptional service and achieve growth targets

Key Requirements

  • •Bachelor’s degree or higher in a related field
  • •Proven wealth management and planning experience in banking
  • •Strong communication and interpersonal skills; ability to build and sustain client relationships
  • •Ability to fulfill clients’ investment needs to grow wealth management business
  • •Experience serving Premier or high-net-worth clients is preferred
Experience:BankingWealth management
Education:Bachelor's
Skills:CommunicationInterpersonal skillsRelationship buildingCustomer focus
Languages:ChineseEnglish

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