Branch VRM Hangzhou HZH Sub-branch (Hangzhou, ZJ, CN, 310016)

HSBC
Hangzhou
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Client focus","Influencing","Sales orientation","Portfolio management"]

Manage a portfolio of International/Premier clients and serve as their trusted advisor—delivering professional service, fulfilling needs, and building high-quality customer relationships. Support the Branch Manager with business requirements, customer satisfaction, and quality control by actively reviewing the portfolio, acquiring new clients, upgrading existing clients, and referring non-qualified business to appropriate internal partners while meeting regulatory and compliance expectations.

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FursaFursa
HSBC
HSBC
2 days ago

Branch VRM Hangzhou HZH Sub-branch (Hangzhou, ZJ, CN, 310016)

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Last checked: 10 hours agoStatus: Live

Job Summary

Manage a portfolio of International/Premier clients and serve as their trusted advisor—delivering professional service, fulfilling needs, and building high-quality customer relationships. Support the Branch Manager with business requirements, customer satisfaction, and quality control by actively reviewing the portfolio, acquiring new clients, upgrading existing clients, and referring non-qualified business to appropriate internal partners while meeting regulatory and compliance expectations.
Location: Hangzhou
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Implement WPB business strategy through Branch VRM activities with strong customer leadership and needs fulfillment.
  • •Directly manage a portfolio of International Clients, building quality customer relationships and providing needs-based solutions.
  • •Acquire new HSBC clients and upgrade existing clients; review the portfolio regularly to ensure solutions remain suitable and reinforce client loyalty.
  • •Support delivery of up-to-standard business requirements, customer satisfaction, and quality control, including risk-aware performance management.
  • •Refer non-qualified business to appropriate parties following proposition protocol and deliver wealth reviews and wealth solutions in compliance with local regulatory requirements.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Minimum three years of proven, progressive financial services and/or retail sales experience (or equivalent).
  • •Evidence of strong sales results in insurance and investment products.
  • •Relationship management experience with high net worth clients and strong communication, client focus, and influencing skills.
  • •Must hold valid licenses/accreditations for wealth management qualification and meet local regulatory & license requirements, with clear working knowledge of compliance, credit, and risk.
Experience:3+ yearsFinancial servicesRetail salesWealth management
Education:Bachelor's
Skills:CommunicationClient focusInfluencingSales orientationPortfolio management
Languages:English

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