HSBC

1 day ago

Branch VRM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Drive portfolio growth in HSBC International Wealth and Premier Banking through wealth and retail referrals, customer engagement, and wealth needs fulfillment. Manage relationships with high net worth clients while maintaining compliance with relevant group standards and IWPB strategy requirements in-market. You’ll apply a strong understanding of regional global wealth strategy to plan your activities and deliver the highest standards to colleagues and clients.

Location: Shanghai

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive portfolio growth using WEM capabilities.
•Generate successful referrals across wealth, retail, international, and GPB.
•Engage and activate customers to support wealth needs fulfillment.
•Ensure compliance with relevant Group standards for IWPB strategy implementation in-country.
•Maintain global standards and plan activities aligned with regional Global Wealth strategy.

Key Requirements

•Bachelor’s degree or equivalent experience.
•Minimum of three years in financial services and/or retail sales experience.
•Proven strong sales results in insurance and investment products.
•Relationship management experience with high net worth clients.
•Strong technical skills in wealth management and attainment of required professional/regulatory qualifications.

Experience:3+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestment products

Education:Bachelor's

Skills:Relationship managementCustomer engagementSales performanceWealth management expertisePlanning

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

1 day ago

Branch VRM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Shanghai

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Drive portfolio growth using WEM capabilities.
•Generate successful referrals across wealth, retail, international, and GPB.
•Engage and activate customers to support wealth needs fulfillment.
•Ensure compliance with relevant Group standards for IWPB strategy implementation in-country.
•Maintain global standards and plan activities aligned with regional Global Wealth strategy.

Key Requirements

•Bachelor’s degree or equivalent experience.
•Minimum of three years in financial services and/or retail sales experience.
•Proven strong sales results in insurance and investment products.
•Relationship management experience with high net worth clients.
•Strong technical skills in wealth management and attainment of required professional/regulatory qualifications.

Experience:3+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestment products

Education:Bachelor's

Skills:Relationship managementCustomer engagementSales performanceWealth management expertisePlanning

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