Senior Private Banking Relationship Manager

3 weeks ago


Beijing, Beijing, China HSBC Full time

Global Private Banking (GPB)

HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth.

We are seeking an experienced professional to manage private banking relationships and grow Assets Under Management and Revenue.

In this role, you will:

• Establish new private banking relationships and manage existing relationships to grow Assets Under Management and Revenue
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Work closely with other HSBC departments to identify cross-selling opportunities and bring all of HSBC's relevant products and services to our clients

• Leverage HSBC's channels, network and brand to pursue business development activities with a focus on International Private Wealth clients

• Ensure strict compliance with HSBC's internal control standards, including areas of risk, regulatory compliance and financial crime compliance
• Timely implementation of internal and external audit points together with any issues raised by external regulators

• Minimize operational losses

Requirements:

• At least 8 years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
• Proven track record in asset gathering, asset growth and revenue generation
• Excellent communication and negotiation skills
• Strong focus on client servicing
• Excellent understanding of financial markets and wealth management products
• Attention to detail and the ability to think creatively to solve problems



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