Associate Premier Relationship Manager ARM2 (Wuxi, JS, CN, -)

HSBC
China
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Networking"]

Manage and grow relationships with Premier clients in the international wealth and premier banking team, working toward country KPIs and AOP. Deliver high-quality client service through regular needs reviews, advice on relevant insurance and investment products, and maintaining accurate client relationship management data. Monitor client satisfaction and sales activity, provide coaching to the branch team, and ensure lending, sales quality, and risk controls are followed in line with HSBC policies.

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FursaFursa
HSBC
HSBC
14 hours ago

Associate Premier Relationship Manager ARM2 (Wuxi, JS, CN, -)

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Last checked: 14 hours agoStatus: Live

Job Summary

Manage and grow relationships with Premier clients in the international wealth and premier banking team, working toward country KPIs and AOP. Deliver high-quality client service through regular needs reviews, advice on relevant insurance and investment products, and maintaining accurate client relationship management data. Monitor client satisfaction and sales activity, provide coaching to the branch team, and ensure lending, sales quality, and risk controls are followed in line with HSBC policies.
Location: China
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support achievement of country AOP and agreed KPI objectives through development of existing and new relationships.
  • •Build and maintain effective client relationships, completing regular reviews to understand current and long-term needs and advise on products and services.
  • •Use tools and internal information to drive client service delivery and WPB performance; maintain qualifying Premier client standards in the portfolio.
  • •Maintain deep product and technical knowledge to provide solutions, maximize revenues, and analyze client portfolios with recommendations.
  • •Follow lending, sales quality, operational effectiveness, and internal risk control requirements while managing operational risk using relevant management information.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum of three years of progressive financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Experience managing relationships with high net worth clients with strong wealth management technical skills.
  • •Strong communication, client focus and influencing skills, including sales orientation, networking, and portfolio management.
Experience:Financial servicesRetail salesWealth management
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationNetworking
Languages:English
Tech Stack:Client relationship management system

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