Premier Relationship Manager RM2 Shanghai KWC Sub-branch China

2 weeks ago


Shanghai, Shanghai, China HSBC Full time
Job Title: Premier Relationship Manager RM2 Shanghai KWC Sub-branch China

We are seeking an experienced professional to join our team as a Premier Relationship Manager RM2 in Shanghai KWC Sub-branch, China.

Job Summary:

The successful candidate will be responsible for developing our Premier customer base and establishing long-term relationships with assigned Premier clientele portfolios. They will manage the total wealth of clients by matching our financial and investment product solutions to their financial needs.

Key Responsibilities:
  • Develop and maintain relationships with Premier clients to understand their financial needs and provide tailored solutions.
  • Manage client portfolios to ensure alignment with their financial goals and risk tolerance.
  • Collaborate with internal teams to provide comprehensive financial solutions to clients.
  • Stay up-to-date with market trends and regulatory changes to ensure compliance and provide expert advice to clients.
  • Contribute to the development of business strategies and initiatives to drive growth and revenue.
Requirements:
  • University-level education in finance, business, or a related field.
  • Minimum 3 years of experience in client-facing roles, preferably in wealth management or private banking.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide expert advice.
  • Fluency in Mandarin and English, with the ability to communicate effectively with clients and colleagues.
What We Offer:

As a Premier Relationship Manager RM2, you will have the opportunity to work with a diverse range of clients and develop your skills in wealth management and private banking. You will also have access to a comprehensive training program and ongoing support to ensure your success in the role.

We are committed to providing a positive and inclusive work environment that supports the well-being and career development of our employees. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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