Premier Elite Relationship Manager - Hong Kong Business (Tsuen Wan, New Territories, HK, -)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Executive & General ManagementEducation: bachelorsSkills: ["Communication","Leadership","Client relations","Negotiation"]

Lead and manage HSBC Premier Elite client relationships in Hong Kong, focusing on ultra-high net worth portfolios. You will collaborate with Investment and Insurance Specialists, mentor a paired team, and drive client acquisition, retention, and tailored wealth strategies to achieve KPI targets while upholding HSBC’s compliance and service standards.

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FursaFursa
HSBC
HSBC
6 months ago

Premier Elite Relationship Manager - Hong Kong Business (Tsuen Wan, New Territories, HK, -)

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Last checked: 14 hours agoStatus: Live

Job Summary

Lead and manage HSBC Premier Elite client relationships in Hong Kong, focusing on ultra-high net worth portfolios. You will collaborate with Investment and Insurance Specialists, mentor a paired team, and drive client acquisition, retention, and tailored wealth strategies to achieve KPI targets while upholding HSBC’s compliance and service standards.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Manage relationship with our highest value HSBC Premier Elite clients
  • •Acquire, develop and retain relationships with a portfolio of HSBC Premier Elite clients
  • •Help clients articulate their needs, and deliver to exceed client expectations
  • •Know clients on a personal and professional level to understand their short and long term financial goals
  • •Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation

Key Requirements

  • •Bachelor's degree or equivalent in finance, business or related discipline
  • •Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
  • •Proven track record in client portfolio management
  • •Evidence of strong client recommendations and sales results in wealth products
  • •Expert knowledge in financial planning and wealth products
Experience:BankingFinanceWealth management
Education:Bachelor's
Skills:CommunicationLeadershipClient relationsNegotiation
Languages:EnglishCantoneseMandarin

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