Senior Wealth Manager
2 weeks ago
Our Wealth and Personal Banking business combines Retail Banking and Wealth Management, Global Private Banking, to become a global wealth manager. Our colleagues serve millions of customers worldwide across private wealth, ranging from personal banking for individuals and families, to business owners, investors, and ultra-high-net-worth individuals.
Key Responsibilities- Develop a Premier customer base and establish long-term relationships with assigned Premier clientele
- Match financial and investment product solutions to clients' needs, managing their total wealth
- Promote Premier Service to potential customers, exploring their needs, and referring to other business units where appropriate
- Support branch improvement initiatives, providing customer feedback, and ensuring compliance with audit requirements and quality assurance
- University level education in finance, business, or a related discipline
- Experience in client-facing environment with excellent relationship building skills
- Strong sales and customer orientation, good communication and interpersonal skills
- Customer-centric mindset, dedicated 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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Senior Wealth Manager
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Shanghai, Shanghai, China HSBC Full timeCompany OverviewHSBC is a global banking and financial services organization with a long history of serving customers in Asia, Europe, and North America. Our business combines Retail Banking and Wealth Management, as well as Global Private Banking, to become one of the world's largest global wealth managers.Job DescriptionWe are seeking an experienced...
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Business Development Financial Analyst
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Experienced Insurance Advisor for Wealth Services
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Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking Overview Wealth and Personal Banking (WPB) represents our global initiative that merges Retail Banking with Wealth Management and Global Private Banking, positioning us as a premier global wealth manager with substantial assets under management. Our dedicated professionals cater to millions of clients worldwide, addressing the...
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Shanghai, Shanghai, China Goldman Sachs Full timePRIMARY RESPONSIBILITIES AND REQUIREMENTS In this position, you will collaborate closely with leaders in asset and wealth management across the region to establish and develop a new entity in China. As a pioneering leader in the business landscape, you will be responsible for engaging with local authorities, clients, and internal stakeholders to foster...
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Strategic Wealth Service Manager
2 weeks ago
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Customer Development Representative
4 weeks ago
Shanghai, Shanghai, China HSBC Full timeWealth and Personal Banking (WPB)Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, to become a global wealth manager with trillions in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and...