Assistant Premier Relationship Manager (RM1), Shanghai Yangtze Center Hotel Sub-branch (Shanghai, SH, CN, 200336)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Sales orientation","Communication","Customer centricity","Commercial mindset"]

Develop and grow a Premier client portfolio by building long-term relationships with assigned Premier clientele and promoting Premier services to potential customers. Use clients’ financial needs to match wealth and investment solutions, manage clients’ overall wealth, and make referrals to other business units when appropriate. Support branch improvement initiatives by collecting customer feedback and ensuring compliance with audit requirements and quality assurance.

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FursaFursa
HSBC
HSBC
5 days ago

Assistant Premier Relationship Manager (RM1), Shanghai Yangtze Center Hotel Sub-branch (Shanghai, SH, CN, 200336)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Develop and grow a Premier client portfolio by building long-term relationships with assigned Premier clientele and promoting Premier services to potential customers. Use clients’ financial needs to match wealth and investment solutions, manage clients’ overall wealth, and make referrals to other business units when appropriate. Support branch improvement initiatives by collecting customer feedback and ensuring compliance with audit requirements and quality assurance.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop the Premier customer base and build long-term relationships with an assigned Premier clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment solutions to client needs.
  • •Promote Premier services to potential customers, understand needs, and refer to other business units when appropriate.
  • •Support branch improvement initiatives by capturing customer feedback and improving service delivery.
  • •Ensure compliance with audit requirements and quality assurance standards.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •University-level education, preferably in finance, business, or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building skills.
  • •Strong sales and customer orientation, with good communication and interpersonal skills.
  • •High customer-centric mindset focused on delivering exceptional service.
  • •Fluency in Mandarin and English, with strong interest and understanding of financial markets.
Experience:Wealth managementPremier bankingClient services
Education:Bachelor's in finance, business, or a related discipline
Skills:Relationship buildingSales orientationCommunicationCustomer centricityCommercial mindset
Languages:MandarinEnglish

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