Prestige Relationship Manager 1 (Shanghai, SH, CN, 200120)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Self-motivation","Outgoing personality","Ability to work independently","Ability to work under pressure","Relationship building"]

Acquire new high-net-worth customers and promote wealth management products and services, while building strong relationships with existing clients. Provide high-quality after-sales support and ensure timely, accurate execution of customer orders. Work in Hang Seng’s Retail Banking Wealth team to deliver world-class wealth, everyday banking, and lending experiences across mainland China and Hong Kong.

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HSBC
HSBC
3 days ago

Prestige Relationship Manager 1 (Shanghai, SH, CN, 200120)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Acquire new high-net-worth customers and promote wealth management products and services, while building strong relationships with existing clients. Provide high-quality after-sales support and ensure timely, accurate execution of customer orders. Work in Hang Seng’s Retail Banking Wealth team to deliver world-class wealth, everyday banking, and lending experiences across mainland China and Hong Kong.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Acquire new high-net-worth customers and promote a wide range of wealth management products/services.
  • •Build and strengthen relationships with existing customers.
  • •Provide quality after-sales service and ensure best execution of customer orders.

Key Requirements

  • •Bachelor’s degree or above in Business Administration or a related discipline.
  • •Minimum of four years’ sales or customer service experience in the banking/financial industry, preferably with familiarity with wealth management and mortgage products/services and a solid customer network.
  • •Sound knowledge of regulations of PBOC, CBIRC, SAFE and taxation.
  • •Strong self-motivation, outgoing personality, and ability to work independently and under pressure.
  • •Proficiency in English and Chinese, with good knowledge of PC application software; CET level 6 certificate holder.
Experience:BankingFinancial servicesWealth management
Education:Bachelor's in Business Administration or related discipline
Skills:Self-motivationOutgoing personalityAbility to work independentlyAbility to work under pressureRelationship building
Certifications:CET level 6
Languages:EnglishChinese
Tech Stack:PC application software

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