Prestige Relationship Manager1

HSBC
Shanghai
Full timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Customer service orientation","Communication","Interpersonal skills","Ability to work under pressure","Organizational ability"]

Build and grow relationships with Prestige customers by expanding the customer portfolio through quality after-sales service and a range of retail banking and wealth management solutions. Proactively manage a complex customer base, lead strategic portfolio-level dialogues, and follow client portfolio reshuffle and performance mechanisms to drive cross-selling. Ensure compliant, professional sales execution, support cross-border service needs, and manage compliance and operational risk during daily operations.

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FursaFursa
HSBC
HSBC
2 days ago

Prestige Relationship Manager1

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live

Job Summary

Build and grow relationships with Prestige customers by expanding the customer portfolio through quality after-sales service and a range of retail banking and wealth management solutions. Proactively manage a complex customer base, lead strategic portfolio-level dialogues, and follow client portfolio reshuffle and performance mechanisms to drive cross-selling. Ensure compliant, professional sales execution, support cross-border service needs, and manage compliance and operational risk during daily operations.
Location: Shanghai
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish and strengthen relationships with existing Prestige customers to build and enlarge the Prestige customer portfolio through retail banking services and quality after-sales service.
  • •Achieve business expectations by growing the mass affluent customer segment and providing retail banking services and wealth management solutions.
  • •Proactively manage a complex customer portfolio and act as a trusted advisor for strategic customer dialogues and creative, flexible customer solutions.
  • •Follow portfolio reshuffle and performance management mechanisms to grow cross-selling opportunities and uplift sales capabilities.
  • •Ensure sales/service execution is compliant and professional, including financial planning discussions, coordination with internal teams, and adherence to internal/external regulations and operational risk management.

Key Requirements

  • •University graduate in Business Administration, Finance, Risk Management, or a related discipline.
  • •3-5 years of related banking experience.
  • •Strong customer service orientation with good communication and interpersonal skills, and ability to work under pressure.
  • •Proficiency in both English and Chinese, with good knowledge of PC application software.
  • •Strong learning and organizational ability.
Experience:3-5 yearsBanking
Education:Bachelor's
Skills:Customer service orientationCommunicationInterpersonal skillsAbility to work under pressureOrganizational ability
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