Associate Relationship Manager (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Relationship building","Sales orientation","Communication","Customer centricity","Independent mindset"]

Serve HSBC’s Premier clients by building long-term relationships, understanding their financial ambitions, and matching them to wealth and investment product solutions. Work in a client-facing role that promotes Premier services, explores customer needs, and refers to other business units when appropriate. Coordinate with product specialists for deeper technical input, support branch improvement initiatives with customer feedback, and maintain compliance and operational integrity.

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HSBC
HSBC
1 month ago

Associate Relationship Manager (Mongkok, Kowloon, HK)

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve HSBC’s Premier clients by building long-term relationships, understanding their financial ambitions, and matching them to wealth and investment product solutions. Work in a client-facing role that promotes Premier services, explores customer needs, and refers to other business units when appropriate. Coordinate with product specialists for deeper technical input, support branch improvement initiatives with customer feedback, and maintain compliance and operational integrity.
Location: Hong Kong
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop HSBC Premier relationships and build long-term connections with an assigned Premier clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment product solutions to their needs.
  • •Promote Premier Service to potential customers, explore their needs, and make referrals to other business units as appropriate.
  • •Partner with product specialists to provide advanced technical input and identify multiple customer needs.
  • •Support branch improvement initiatives by providing customer feedback, ensuring compliance with audit requirements, quality assurance, and local and global compliance.

Key Requirements

  • •University level education, preferably in finance, business, or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building capability.
  • •Strong sales and customer orientation with good communication and interpersonal skills.
  • •Good understanding and strong interest of the financial markets.
  • •Holder of relevant insurance and investment licenses, with compliance to Continuing Professional Development (CPD) requirements.
Education:
Skills:Relationship buildingSales orientationCommunicationCustomer centricityIndependent mindset
Licenses:Insurance licenseInvestment licenseContinuing Professional Development (CPD) compliance
Languages:CantoneseEnglish

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