4 months ago

Associate Premier Relationship Manager RM2 (Qingdao, SD, CN, 266071)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Senior banking professional responsible for managing and growing client relationships in HSBC’s Premier Banking segment. You will engage High Net Worth clients, deliver wealth management solutions, maintain CRM data, and collaborate with branch teams to achieve WPB performance while upholding regulatory standards.

Location: Qingdao

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Own the client relationship with HSBC and maintain deep understanding of relevant products and services to maximise revenues.
•Build and nurture relationships with clients, develop long-term needs, and advise on suitable wealth management solutions.
•Utilize client data and management information to coach branch teams and achieve WPB performance measures.
•Maintain CRM data accuracy and implement client contact strategies aligned with operating models.
•Deliver high standards of client service and ensure compliant, fair outcomes across the portfolio.

Key Requirements

•Bachelor's degree or equivalent experience.
•Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
•Evidence of strong sales results in insurance and investment products;
•Relationship management experience with high net worth clients;
•Strong communication, client focus and influencing skills;
•Strong sales orientation, networking and portfolio management skills;
•Local regulatory & license requirements and accreditation in wealth management as required by market

Experience:3+ yearsBankingWealth managementRetail banking

Education:Bachelor's

Skills:CommunicationRelationship managementSalesClient focusInfluencing

Licenses:Wealth management license

Languages:English

Tech Stack:CRMWealth managementPortfolio management

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: 3.6

Website LinkedIn

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HSBC

4 months ago

Associate Premier Relationship Manager RM2 (Qingdao, SD, CN, 266071)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Qingdao

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Own the client relationship with HSBC and maintain deep understanding of relevant products and services to maximise revenues.
•Build and nurture relationships with clients, develop long-term needs, and advise on suitable wealth management solutions.
•Utilize client data and management information to coach branch teams and achieve WPB performance measures.
•Maintain CRM data accuracy and implement client contact strategies aligned with operating models.
•Deliver high standards of client service and ensure compliant, fair outcomes across the portfolio.

Key Requirements

•Bachelor's degree or equivalent experience.
•Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
•Evidence of strong sales results in insurance and investment products;
•Relationship management experience with high net worth clients;
•Strong communication, client focus and influencing skills;
•Strong sales orientation, networking and portfolio management skills;
•Local regulatory & license requirements and accreditation in wealth management as required by market

Experience:3+ yearsBankingWealth managementRetail banking

Education:Bachelor's

Skills:CommunicationRelationship managementSalesClient focusInfluencing

Licenses:Wealth management license

Languages:English

Tech Stack:CRMWealth managementPortfolio management

Company Brief

HSBC

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: 3.6

Website LinkedIn