Associate Premier Relationship Manager RM2 (Hangzhou, ZJ, CN, 310016)

HSBC
Hangzhou
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Networking","Portfolio management"]

Manage and grow a portfolio of Premier clients within International Wealth and Premier Banking, ensuring client retention and development while meeting Key Performance Indicators. Conduct regular client reviews to understand goals, advise on products and services, and maintain accurate client data in the CRM. Use sales activity management information to coach and support the branch team, while adhering to lending policies, sales quality requirements, and operational risk controls.

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FursaFursa
HSBC
HSBC
2 days ago

Associate Premier Relationship Manager RM2 (Hangzhou, ZJ, CN, 310016)

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Last checked: 3 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of Premier clients within International Wealth and Premier Banking, ensuring client retention and development while meeting Key Performance Indicators. Conduct regular client reviews to understand goals, advise on products and services, and maintain accurate client data in the CRM. Use sales activity management information to coach and support the branch team, while adhering to lending policies, sales quality requirements, and operational risk controls.
Location: Hangzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support achievement of Country AOP and agreed KPIs by developing and growing existing and new client relationships.
  • •Build and maintain effective Premier client relationships through regular reviews and advice on relevant products and services.
  • •Maintain qualifying Premier client standards and update client information in the client relationship management data system.
  • •Monitor daily sales activity and internal tools to coach the wider Branch team and support business goals.
  • •Ensure adherence to lending policies, manage operational risk, follow selling process and sales quality requirements, and deliver fair customer outcomes.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum of three years of proven and progressive financial services and/or retail sales experience.
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients and strong wealth management technical skills.
  • •Proficiency in English and local languages, with strong communication, client focus, and influencing skills.
Experience:Financial servicesRetail salesWealth managementInsuranceInvestment productsHigh net worthRelationship management
Education:Bachelor's
Skills:CommunicationClient focusInfluencingNetworkingPortfolio management
Languages:English
Tech Stack:Client Relationship Management systemCRM

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