- Anti Money Laundering (AML)
- Financial Planning
- Quality Assurance
- Wealth Management
Premier Relationship Manager - Retail Banking and Wealth Management
Location: Asia Pacific-Hong Kong-Hong Kong Island-Central
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Premier Relationship Manager.
Develop our customer business and establish long term relationships by managing an assigned Premier clientele portfolio
Manage the total wealth of your clients by matching our financial and investment product solutions to their needs
Proactively promote our Premier Service to potential customers, explore their needs and make referrals to other business units where appropriate
Support branch improvement initiatives, provide customer feedback of our service and ensure compliance with audit requirements and quality assurance
Sucessfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
University level education, preferably in finance, business or a related discipline
Excellent financial service experience, in particular promoting insurance and investment
Excellent knowledge of all wealth management products and services
Relevant insurance, investment and Mandatory Provident Fund licenses required
Certified Financial Planner or Certified Financial Marketing Planner accreditation or other relevant qualification an advantage
Mature mindset with a strong commercial orientation
Good numeric and computer literacy
Independent, excellent communication and interpersonal skills, with the ability to work effectively under pressure
Fluency in English, with additional languages preferred
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
|Qualification||Certified Financial Planner (CFP)|