Senior Relationship Officer

2 months ago


Shanghai, Shanghai, China HSBC Full time

Global Private Banking (GPB)

HSBC Private Banking provides tailored relationship management, comprehensive banking, investment, and wealth advisory services to affluent clients across the globe. Drawing on the strength and legacy of the HSBC Group, we aim to identify new avenues for our clients to protect and enhance their wealth. As a global entity in private banking, HSBC is uniquely positioned to offer the finest services available within the HSBC Group.

We are seeking a proficient professional to fill this pivotal role.

Key Responsibilities:

  • Develop new private banking connections and cultivate existing ones to boost Assets Under Management and Revenue.
  • Conduct regular assessments of clients' portfolios to identify further business opportunities and avenues for revenue enhancement.
  • Work collaboratively with various HSBC divisions to identify cross-selling opportunities and present all pertinent HSBC products and services to our clientele.
  • Leverage HSBC's extensive network, channels, and brand to engage in business development initiatives focused on International Private Wealth clients.
  • Ensure strict adherence to HSBC's internal control protocols, addressing risk areas, regulatory compliance, and financial crime compliance.
  • Timely resolution of internal and external audit findings and any issues raised by external regulators.
  • Minimize operational risks and losses.
  • Commit to compliance with laws and regulations governing insurance agency sales, ensuring no solicitation of insurance policyholders to surrender policies that could compromise their interests upon departure from the company or the cessation of agency operations.

Qualifications:

  • A minimum of 8 years' experience in relationship management, ideally within private banking, commercial banking, or investment banking.
  • Proven track record in asset growth, accumulation, and revenue generation.
  • Exceptional communication and negotiation skills.
  • Strong focus on client satisfaction and service excellence.
  • Comprehensive understanding of financial markets and wealth management solutions.
  • Meticulous attention to detail and a talent for innovative problem-solving.


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