Premier Wealth Relationship Manager, Expat

We are currently seeking a high calibre professional to join our team as a Premier Wealth Relationship Manager, Expat.

In this role you will:

• Manage and support a portfolio of international and/or HK Premier customers
• Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
• Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
• Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
• Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
• Deliver needs-based solutions through effective communication and influencing
• Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures

To be successful you will need:

• Hold relevant HKSI / IIQE Hong Kong qualification
• Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
• A track record of gaining an understanding of customers' needs and delivering excellent customer service
• A flexible and adaptable approach to change and will support others to respond in a similar way
• Both spoken and written English communication skills with experience of adapting your style and approach to the audience and message to be delivered. Fluency in Cantonese would be an advantage be not essential.
• Knowledge of financial planning and wealth products would be an advantage but not essential.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ( Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ).

Opening up a world of opportunity
http://www.hsbc.com/careers

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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