Premier Relp Manager (RM2) Shanghai HKPB Sub-branch

HSBC
Shanghai
Full timeFunction: Communications, PR & CommunitySkills: ["Relationship building","Sales orientation","Communication","Customer centricity","Mature mindset"]

Develop and grow a Premier client portfolio by building long-term relationships and identifying customer needs. Manage clients’ total wealth by matching HSBC financial and investment solutions to their goals. Promote Premier Service, explore opportunities with potential customers, and make referrals across business units. Support branch improvement initiatives by capturing customer feedback, and ensure compliance with audit requirements and quality assurance.

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FursaFursa
HSBC
HSBC
3 days ago

Premier Relp Manager (RM2) Shanghai HKPB Sub-branch

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Develop and grow a Premier client portfolio by building long-term relationships and identifying customer needs. Manage clients’ total wealth by matching HSBC financial and investment solutions to their goals. Promote Premier Service, explore opportunities with potential customers, and make referrals across business units. Support branch improvement initiatives by capturing customer feedback, and ensure compliance with audit requirements and quality assurance.
Location: Shanghai
Employment Type: Full time
Job Function: Communications, PR & Community

Key Responsibilities

  • •Develop a Premier customer base and establish long-term relationships with an assigned Premier clientele portfolio.
  • •Manage clients’ total wealth by matching financial and investment solutions to their needs.
  • •Promote Premier Service to prospective customers, exploring their needs and making appropriate referrals.
  • •Provide customer feedback to support branch improvement initiatives.
  • •Ensure compliance with audit requirements and quality assurance.

Pay and Benefits

Perks:Flexible Working

Key Requirements

  • •University level education, preferably in finance, business or a related discipline.
  • •Client-facing experience with strong relationship-building capability.
  • •Strong sales and customer orientation, with effective communication and interpersonal skills.
  • •High customer-centricity and dedication to delivering exceptional service quality.
  • •Good understanding and strong interest in financial markets; mature, independent, and able to work under pressure.
Experience:Wealth managementFinancial marketsClient-facing
Education:
Skills:Relationship buildingSales orientationCommunicationCustomer centricityMature mindset
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