Virtual Relationship Manager - Retail Banking and Wealth Management

Full Time
Junior (less than 3 years)

Job Description

Virtual 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 Virtual Relationship Manager.
Principal responsibilities
  • Achieve the Retail Banking and Wealth Management performance metrics
  • Work closely with other departments to ensure that customers’ instructions are executed correctly and in a timely manner
  • Identify customers’ financial and other banking needs and make referrals to others where appropriate
  • Build effective relationships with clients to retain and develop sustainable relationships
  • Establish and agree client contact strategies in line with Group operating models
  • Support branch improvement initiatives, provide customer feedback of our service and product offering and ensure compliance with audit requirements and quality assurance
  • Drive market leading standards for conduct and controls in line with bank values and expectations
  • Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients.
  • Improve customer experience by collating customer feedback, identifying deficiencies in areas like operational, administrative, processes and competitiveness of products and services

Technical Skills

  • Audit
  • Compliance
  • Customer Service
  • Performance Metrics
  • Quality Assurance
  • Wealth Management