Senior Director / Director, Relationship Management, Private Banking - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

HSBC
America/Chicago
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 10-15 yearsSkills: ["Sales orientation","Communication","Interpersonal skills","Analytical skills","Relationship management"]

Lead relationship management for ultra high-net-worth private banking clients, developing and managing a customer portfolio while delivering premium service and investment advice. Analyze and monitor client investment portfolios, recommend reallocations, and oversee credit quality and loan exposure. Partner with internal teams to drive business referrals, providing professional wealth management support to enhance profitability.

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FursaFursa
HSBC
HSBC
6 days ago

Senior Director / Director, Relationship Management, Private Banking - Hang Seng Bank (HK) (Central, Hong Kong Island, HK)

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Job Summary

Lead relationship management for ultra high-net-worth private banking clients, developing and managing a customer portfolio while delivering premium service and investment advice. Analyze and monitor client investment portfolios, recommend reallocations, and oversee credit quality and loan exposure. Partner with internal teams to drive business referrals, providing professional wealth management support to enhance profitability.
Location: America/Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Sr. Director level

Key Responsibilities

  • •Develop and manage a portfolio of ultra HNW private banking customers.
  • •Provide investment advice, deliver premium service, and execute customers’ orders.
  • •Perform investment portfolio analysis, monitor performance, and recommend portfolio re-allocation.
  • •Manage credit quality and monitor exposure of customers’ loan portfolios.
  • •Work with internal departments to solicit business referrals.

Key Requirements

  • •University degree in a related discipline or relevant qualifications such as CFP or CFA.
  • •Passes in the HKSI and IIQE licensing examinations.
  • •At least 10-15 years of banking experience, with good knowledge of insurance and investment products.
  • •Strong sales orientation and ability to work under pressure.
  • •Strong communication, interpersonal, analytical, and relationship management skills.
Experience:10-15 yearsPrivate bankingWealth management
Skills:Sales orientationCommunicationInterpersonal skillsAnalytical skillsRelationship management
Licenses:HKSI licensing examinationsIIQE licensing examinations
Certifications:CFPCFAEnhanced Competency Framework (ECF)Certified Banker (CB)
Languages:EnglishChinesePutonghua

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