Premier Relationship Manager

2 weeks ago


Chengdu, Sichuan, China HSBC Full time

Wealth and Personal Banking (WPB) is a global business combining Retail Banking and Wealth Management, and Global Private Banking, to become a global wealth manager with trillions in assets.

We are seeking an experienced professional to develop our Premier customer base and establish long-term relationships with assigned Premier clientele portfolios.

Main Responsibilities:

  • Developing Premier customer relationships and managing their total wealth by matching financial and investment product solutions to their needs.
  • Promoting Premier Service to potential customers, exploring their needs, and making referrals to other business units where appropriate.
  • Supporting branch improvement initiatives, providing customer feedback, and ensuring compliance with audit requirements and quality assurance.

Requirements:

  • University-level education in finance, business, or a related discipline.
  • Experience in client-facing environments with excellent relationship-building capabilities.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • High level of customer-centricity mindset with dedication to delivering exceptional quality services.
  • Good understanding and strong interest in the financial markets.
  • Mature and independent mindset, able to work effectively under pressure.
  • Strong commercial orientation with acute interpersonal skills.
  • Fluency in Mandarin and English.


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