Senior Wealth Manager

2 weeks ago


Beijing, Beijing, China HSBC Full time

Wealth and Personal Banking Expertise


HSBC is seeking an experienced professional to join our Wealth and Personal Banking team.


As a Senior Wealth Manager, you will be responsible for:


Portfolio Growth



  • Portfolio Growth via Sophisticated Wealth Management Capabilities
  • Wealth Needs Fulfillment
  • Global Standards maintenance
  • Maximising growth in their portfolio and achieving the Wealth and Personal Banking plan/metrics
  • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources
  • Compliance with the relevant Group standards including Global Headquarters and the Regulatory organization as applied to the implementation of the Wealth and Personal Banking strategy in their country
  • Total TCR of the portfolio

Requirements


To be successful in this role, you should meet the following requirements:


Knowledge & Experience



  • Bachelor's degree or equivalent experience
  • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
  • Evidence of strong sales results in insurance and investment products
  • Relationship management experience with high net worth clients
  • Strong technical skills in wealth management
  • Strong communication, client focus and influencing skills
  • Strong sales orientation, networking and portfolio management skills
  • Sound knowledge of financial services products and services and the client relationship management system
  • Understanding of business banking client segment and products and services
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HSBC
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
  • Able to communicate well in English and local languages

Accreditations



  • Attain appropriate professional and regulatory qualifications as required by market
  • Attain any internal standards as required by HSBC


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