Branch VRM, Shenzhen

HSBC
Shenzhen
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Relationship management"]

Support country AOP by managing and growing relationships with Premier/high net worth clients. Deliver KPI objectives through development of existing and new relationships, regular portfolio reviews, and advice on wealth products and services. Use client relationship management tools to keep client data accurate, monitor satisfaction, and coach the branch team using daily sales and performance information. Ensure sales and lending activities follow HSBC policies while meeting operational risk and conduct standards.

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FursaFursa
HSBC
HSBC
5 days ago

Branch VRM, Shenzhen

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Last checked: 9 hours agoStatus: Live

Job Summary

Support country AOP by managing and growing relationships with Premier/high net worth clients. Deliver KPI objectives through development of existing and new relationships, regular portfolio reviews, and advice on wealth products and services. Use client relationship management tools to keep client data accurate, monitor satisfaction, and coach the branch team using daily sales and performance information. Ensure sales and lending activities follow HSBC policies while meeting operational risk and conduct standards.
Location: Shenzhen
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support achievement of Country AOP and achieve KPI objectives through development of client relationships.
  • •Build and maintain effective client relationships through regular reviews to understand needs and advise on products and services.
  • •Maintain Premier client portfolio standards and use sales/performance information to coach the wider branch team.
  • •Establish and execute client contact strategies and ensure client relationship management data is complete and up to date.
  • •Perform sales and lending activities in accordance with HSBC policies, manage operational risk, and meet sales process and quality requirements.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •Bachelor's degree or equivalent experience.
  • •Minimum three years of proven and progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients.
  • •Strong technical skills in wealth management, plus communication, client focus, and influencing skills.
Experience:3+ yearsFinancial servicesWealth managementInsuranceInvestments
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationRelationship management
Languages:English
Tech Stack:Client Relationship Management (CRM)

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