PREMIER RELATIONSHIP MANAGER RM2

HSBC
Beijing
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Relationship building","Communication","Customer centricity","Commercial orientation","Independent judgment"]

Develop and grow a Premier clientele portfolio by establishing long-term customer relationships and providing end-to-end guidance on wealth management solutions. Manage clients’ total wealth by matching financial and investment products to their needs, promote Premier services to prospective customers, and make appropriate referrals. Support branch improvement initiatives by collecting customer feedback while meeting compliance, audit, and quality assurance requirements.

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FursaFursa
HSBC
HSBC
2 days ago

PREMIER RELATIONSHIP MANAGER RM2

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Last checked: 3 hours agoStatus: Live

Job Summary

Develop and grow a Premier clientele portfolio by establishing long-term customer relationships and providing end-to-end guidance on wealth management solutions. Manage clients’ total wealth by matching financial and investment products to their needs, promote Premier services to prospective customers, and make appropriate referrals. Support branch improvement initiatives by collecting customer feedback while meeting compliance, audit, and quality assurance requirements.
Location: Beijing
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop the Premier customer base and establish long-term relationships with an assigned Premier portfolio.
  • •Manage clients’ total wealth by matching financial and investment solutions to their needs.
  • •Promote Premier services to potential customers, explore their needs, and refer them to other business units as appropriate.
  • •Support branch improvement initiatives by providing customer feedback on service quality.
  • •Ensure compliance with audit requirements and quality assurance.

Key Requirements

  • •University-level education, preferably in finance, business, or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building ability.
  • •Strong sales and customer orientation with excellent communication and interpersonal skills.
  • •Good understanding of financial markets and a strong interest in them.
  • •Fluency in Mandarin and English.
Education:Bachelor's in finance, business
Skills:Relationship buildingCommunicationCustomer centricityCommercial orientationIndependent judgment
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