Assistant Premier Relationship Manager (RM1), Shanghai Xuhui ITC Tower Sub-branch (Shanghai, SH, CN, 200030)

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

Develop and grow an assigned Premier client portfolio by building long-term relationships and matching clients with financial and investment product solutions. Promote Premier services to prospective customers, uncover needs, and make appropriate referrals. Support branch improvement initiatives by collecting customer feedback, ensuring compliance with audit requirements, and maintaining service quality standards. Fluency in Mandarin and English and a strong understanding of financial markets are required.

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HSBC
HSBC
3 hours ago

Assistant Premier Relationship Manager (RM1), Shanghai Xuhui ITC Tower Sub-branch (Shanghai, SH, CN, 200030)

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Last checked: 3 hours agoStatus: Live

Job Summary

Develop and grow an assigned Premier client portfolio by building long-term relationships and matching clients with financial and investment product solutions. Promote Premier services to prospective customers, uncover needs, and make appropriate referrals. Support branch improvement initiatives by collecting customer feedback, ensuring compliance with audit requirements, and maintaining service quality standards. Fluency in Mandarin and English and a strong understanding of financial markets are required.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Develop the Premier customer base and build long-term relationships with an assigned Premier clientele portfolio.
  • •Manage clients’ wealth by aligning financial and investment product solutions to clients’ needs.
  • •Promote Premier services to potential customers, understand their needs, and refer to other business units when appropriate.
  • •Support branch improvement initiatives by providing customer feedback on service.
  • •Ensure compliance with audit requirements and quality assurance standards.

Key Requirements

  • •University-level education, preferably in finance, business or a related discipline.
  • •Experience in a client-facing environment with strong relationship-building capability.
  • •Strong sales and customer orientation, with good communication and interpersonal skills.
  • •High customer-centric mindset and dedication to deliver exceptional service quality.
  • •Fluency in Mandarin and English.
Education:Bachelor's
Skills:Relationship buildingSales orientationCommunicationCustomer centricityCommercial orientation
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