Relationship Manager Private Bank (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Full timeFunction: Customer Success & Account ManagementExperience: 8+ yearsSkills: ["Communication","Negotiation","Client servicing","Attention to detail","Problem-solving"]

Establish and grow private banking relationships by managing existing client portfolios to increase Assets Under Management and revenue. Identify new business opportunities, monitor portfolios regularly, and drive cross-selling by partnering with International Wealth and Premier Banking, Corporate and Institution Banking, and Global Banking and Markets. Pursue International Private Wealth client growth using HSBC’s channels and ensure strict compliance with internal controls, risk, regulatory compliance, and financial crime standards.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
4 days ago

Relationship Manager Private Bank (Shanghai, SH, CN, 200001)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Establish and grow private banking relationships by managing existing client portfolios to increase Assets Under Management and revenue. Identify new business opportunities, monitor portfolios regularly, and drive cross-selling by partnering with International Wealth and Premier Banking, Corporate and Institution Banking, and Global Banking and Markets. Pursue International Private Wealth client growth using HSBC’s channels and ensure strict compliance with internal controls, risk, regulatory compliance, and financial crime standards.
Location: Shanghai
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish new private banking relationships and manage existing relationships to grow Assets Under Management and revenue.
  • •Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth potential.
  • •Collaborate with other HSBC departments to identify cross-selling opportunities and bring relevant products and services to clients.
  • •Leverage HSBC’s channels, network, and brand to pursue business development focused on International Private Wealth clients.
  • •Ensure strict compliance with HSBC internal control standards, including risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •At least 8 years of relationship management experience, ideally in private banking, commercial banking, or investment banking.
  • •Proven track record in asset gathering, asset growth, and revenue generation.
  • •Excellent communication and negotiation skills.
  • •Strong focus on client servicing.
  • •Excellent understanding of financial markets and wealth management products.
Experience:8+ yearsPrivate bankingCommercial bankingInvestment bankingWealth management
Skills:CommunicationNegotiationClient servicingAttention to detailProblem-solving

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