Relationship Manager Private Bank (Shanghai, SH, CN, 200001)

HSBC
Beijing, Shanghai, Guangzhou, Shenzhen, Chengdu, Hangzhou
Full timeFunction: Customer Success & Account ManagementExperience: 10+ yearsSkills: ["Communication","Negotiation","Client service","Attention to detail","Problem-solving"]

Build and grow private banking relationships to increase AUM and revenue by onboarding new clients and managing existing portfolios. Regularly monitor client portfolios to uncover additional opportunities and work with internal HSBC teams to drive cross-selling across Premier Banking, Corporate & Institution Banking, and Global Banking & Markets. Ensure strong compliance with internal risk, regulatory, and financial crime standards while delivering exceptional client service.

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HSBC
HSBC
1 day ago

Relationship Manager Private Bank (Shanghai, SH, CN, 200001)

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Job Summary

Build and grow private banking relationships to increase AUM and revenue by onboarding new clients and managing existing portfolios. Regularly monitor client portfolios to uncover additional opportunities and work with internal HSBC teams to drive cross-selling across Premier Banking, Corporate & Institution Banking, and Global Banking & Markets. Ensure strong compliance with internal risk, regulatory, and financial crime standards while delivering exceptional client service.
Location: Beijing, Shanghai, Guangzhou, Shenzhen, Chengdu, Hangzhou
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish new private banking relationships and manage existing relationships to grow AUM and revenue.
  • •Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth potential.
  • •Collaborate with other HSBC departments to identify cross-selling opportunities and deliver relevant products and services.
  • •Leverage HSBC’s channels, network, and brand to pursue business development with a focus on International Private Wealth clients.
  • •Ensure strict compliance with internal control standards, including risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •At least 10 years of relationship management experience, ideally in private banking, commercial banking, or investment banking.
  • •Proven track record in asset gathering, asset growth, and revenue generation.
  • •Excellent communication and negotiation skills.
  • •Strong focus on client servicing.
  • •Excellent understanding of financial markets and wealth management products.
Experience:10+ yearsPrivate bankingCommercial bankingInvestment bankingWealth management
Skills:CommunicationNegotiationClient serviceAttention to detailProblem-solving

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