Relationship Manager Private Bank

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsSkills: ["Communication","Negotiation","Client servicing","Attention to detail","Problem-solving"]

Build and grow private banking relationships to increase assets under management and revenue. Monitor clients’ portfolios to identify opportunities for additional revenue and cross-sell across HSBC’s wealth and banking businesses. Leverage HSBC’s network and channels to drive business development with international private wealth clients. Ensure adherence to internal control standards, including risk, regulatory compliance, and financial crime compliance.

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FursaFursa
HSBC
HSBC
4 days ago

Relationship Manager Private Bank

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Last checked: 16 hours agoStatus: Live

Job Summary

Build and grow private banking relationships to increase assets under management and revenue. Monitor clients’ portfolios to identify opportunities for additional revenue and cross-sell across HSBC’s wealth and banking businesses. Leverage HSBC’s network and channels to drive business development with international private wealth clients. Ensure adherence to internal control standards, including risk, regulatory compliance, and financial crime compliance.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Establish new private banking relationships and manage existing ones to grow assets under management and revenue.
  • •Regularly monitor clients’ portfolios to identify additional business opportunities and revenue growth potential.
  • •Collaborate with other HSBC departments to identify cross-selling opportunities and offer relevant products and services.
  • •Pursue business development activities leveraging HSBC’s channels, network, and brand for international private wealth clients.
  • •Ensure strict compliance with internal control standards across risk, regulatory compliance, and financial crime compliance.

Key Requirements

  • •At least 10 years of relationship management experience, ideally in private, commercial, or investment banking.
  • •Proven track record in asset gathering, asset growth, and revenue generation.
  • •Strong communication and negotiation skills with a focus on client servicing.
  • •Excellent understanding of financial markets and wealth management products.
  • •Attention to detail and ability to creatively solve problems.
Experience:10+ yearsPrivate bankingWealth managementCommercial bankingInvestment banking
Skills:CommunicationNegotiationClient servicingAttention to detailProblem-solving

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