HSBC

1 week ago

Relationship Manager - China Team, Global Private Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Provide wealth management and banking services to HSBC’s high net worth clients, building new private banking relationships and managing existing ones to grow AUM and revenue. Regularly monitor client portfolios to spot opportunities, lead cross-selling with internal teams, and partner with credit advisors on bespoke lending. Drive business development for International Private Wealth clients while ensuring strict compliance with risk, regulatory, and financial crime controls.

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Provide a full suite of wealth management and banking services to high net worth individual clients.
•Establish new private banking relationships and manage existing relationships to grow AUM and revenue.
•Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth potential.
•Coordinate with Wealth & Personal Banking, Commercial Banking, and Global Banking & Markets to identify cross-selling opportunities.
•Partner with internal credit advisors to provide bespoke lending solutions and grow lending balances, while pursuing business development for International Private Wealth clients with strict compliance controls.

Key Requirements

•7+ years of relationship management experience, ideally in private, commercial, or investment banking.
•Proven track record in client acquisition, asset gathering, asset growth, and revenue generation.
•Excellent communication and negotiation skills.
•Strong attention to detail and ability to think creatively to solve problems.
•Excellent understanding of financial markets and wealth management products; strong client servicing focus.

Experience:7+ years

Skills:CommunicationNegotiationAttention to detailProblem-solvingClient servicing

Languages:EnglishMandarinCantonese

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

Loading job details...

Preparing the role view and application actions.

HSBC

1 week ago

Relationship Manager - China Team, Global Private Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Provide a full suite of wealth management and banking services to high net worth individual clients.
•Establish new private banking relationships and manage existing relationships to grow AUM and revenue.
•Monitor clients’ portfolios regularly to identify additional business opportunities and revenue growth potential.
•Coordinate with Wealth & Personal Banking, Commercial Banking, and Global Banking & Markets to identify cross-selling opportunities.
•Partner with internal credit advisors to provide bespoke lending solutions and grow lending balances, while pursuing business development for International Private Wealth clients with strict compliance controls.

Key Requirements

•7+ years of relationship management experience, ideally in private, commercial, or investment banking.
•Proven track record in client acquisition, asset gathering, asset growth, and revenue generation.
•Excellent communication and negotiation skills.
•Strong attention to detail and ability to think creatively to solve problems.
•Excellent understanding of financial markets and wealth management products; strong client servicing focus.

Experience:7+ years

Skills:CommunicationNegotiationAttention to detailProblem-solvingClient servicing

Languages:EnglishMandarinCantonese

Company Brief

HSBC

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