Branch VRM

HSBC
Beijing
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Customer engagement","Planning","Goal setting","Compliance mindset"]

Drive portfolio growth within International Wealth and Premier Banking by leveraging WEM capabilities, converting referrals across wealth, retail, and GPB, and activating customers through targeted engagement. Fulfill customers’ wealth needs while maintaining alignment to IWPB strategy and ensuring compliance with relevant Group and global standards. Build strong relationships with high net worth clients and plan your activities against the regional global wealth strategy.

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FursaFursa
HSBC
HSBC
1 day ago

Branch VRM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Drive portfolio growth within International Wealth and Premier Banking by leveraging WEM capabilities, converting referrals across wealth, retail, and GPB, and activating customers through targeted engagement. Fulfill customers’ wealth needs while maintaining alignment to IWPB strategy and ensuring compliance with relevant Group and global standards. Build strong relationships with high net worth clients and plan your activities against the regional global wealth strategy.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Drive portfolio growth using WEM capabilities.
  • •Manage successful referrals across wealth, retail, international, and GPB.
  • •Engage and activate customers.
  • •Fulfill customer wealth needs through tailored wealth management support.
  • •Ensure compliance with relevant Group standards and maintain global standards for IWPB strategy execution.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •3+ years of proven retail sales and/or financial services experience.
  • •Demonstrated strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Ability to meet required professional and regulatory qualifications as required by the market.
Experience:3+ yearsFinancial servicesRetail salesWealth managementInsuranceInvestment products
Education:Bachelor's
Skills:Relationship managementCustomer engagementPlanningGoal settingCompliance mindset

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