HSBC

Virtual Relationship Manager - Retail Banking and Wealth Management

HSBC
Full Time
Junior (less than 3 years)
Bachelor
English

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

Qualifications

Requirements
  • University degree in relevant discipline
  • Appropriate insurance and investment product licenses
  • Solid years of financial services working experience
  • Good understanding of branch services and operations
  • Customer oriented with strong language skills and service mindset, ability to capture customer financial needs and make referrals where appropriate
  • Broad knowledge of the financial service industry and global marketplace
  • Proven ability to develop strong, audience segmented communications plans and tactics
  • Demonstrate ability to set stretch goals for self and the ability to deliver these with courage and tenacity
  • Authentic and show ability to engage with colleagues and clients to deliver at pace
  • Proven ability to multitask in a fast paced work environment and prioritize work assignments  
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.

Technical Skills

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