Wealth Management Advisor, Global Private Banking

2 months ago


Chengdu, Sichuan, China HSBC Full time

About HSBC Global Private Banking
HSBC Global Private Banking offers personalized relationship management, delivering integrated banking, investment, and wealth advisory services tailored for high net worth individuals and their families globally. Leveraging the strength and heritage of the HSBC Group, we strive to uncover new avenues for our clients to effectively manage and safeguard their wealth.

Key Responsibilities

In this position, you will:

  • Develop and nurture new private banking relationships while overseeing existing ones to enhance Assets Under Management and drive revenue growth.
  • Regularly assess clients' portfolios to pinpoint additional business opportunities and potential for revenue expansion.
  • Collaborate with various HSBC divisions, including Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets, to identify cross-selling opportunities and present a comprehensive suite of HSBC's products and services to clients.
  • Utilize HSBC's extensive channels, network, and brand to engage in business development activities, focusing on International Private Wealth clients.
  • Adhere to HSBC's internal control standards, ensuring compliance in areas such as risk management, regulatory adherence, and financial crime prevention.
  • Implement internal and external audit recommendations promptly, addressing any concerns raised by regulatory bodies.
  • Work towards minimizing operational losses through diligent oversight and management.

Qualifications

To excel in this role, candidates should possess:

  • A minimum of 8 to 10 years of experience in relationship management, preferably within private banking, commercial banking, or investment banking sectors.
  • A proven history of success in asset acquisition, growth, and revenue generation.
  • Exceptional communication and negotiation abilities.
  • A strong commitment to client service excellence.
  • A comprehensive understanding of financial markets and wealth management offerings.
  • Meticulous attention to detail and a creative approach to problem-solving.


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