HSBC

1 week ago

VP Relationship Manager 私人銀行部/業務部副總裁 (Taichung, Taipei City, TW, 407047)

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Job Summary

Proactively manage a complex portfolio of high-net-worth clients, building trusted advisor relationships and leading strategic client dialogues. Understand clients’ financial needs, monitor market trends and loan outstanding to ensure facilities are appropriately utilized. Identify, assess, mitigate, and control operational risks, including loss identification, reporting, and rectifying risk event results in a cost-effective manner.

Location: Taiwan

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Director level

Key Responsibilities

•Proactively manage a complex portfolio of clients and serve as a trusted advisor for portfolio-level strategic dialogues.
•Lead and deliver creative and flexible customer solutions based on specific business requirements.
•Monitor market trends and loan outstanding to ensure clients’ facilities are properly utilized.
•Identify, assess, mitigate, and control operational risks, including loss identification and reporting.
•Rectify results of risk events to ensure operational risk is adequately controlled in a cost-effective manner.

Key Requirements

•University graduate; MBA is preferred.
•Strong and extensive proven track record in wealth management.
•Good client relationships with a client base.
•Good communication and presentation skills.
•Obtain required license qualifications within 3 months of employment.

Experience:Wealth managementPrivate banking

Education:Bachelor's

Skills:CommunicationPresentationClient relationship managementAdvisory

Licenses:信託業業務人員 Trust Level 4 (L4)Finance Sense & Ethics (FSE)外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員 (SPS)證券投資信託事業或證券投資顧問事業業務人員 (SITE/SICE)

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: 3.6

Website LinkedIn

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HSBC

1 week ago