Senior Wealth Manager

2 weeks ago

Hangzhou, Zhejiang, China HSBC Full time
Job Title: Senior Wealth Manager

We are seeking an experienced Senior Wealth Manager to join our team at HSBC. As a key member of our Global Wealth Management team, you will be responsible for managing a portfolio of high net worth clients and providing them with tailored financial solutions.

Key Responsibilities:
  • Manage a portfolio of international clients and provide them with expert financial advice and guidance.
  • Develop and implement customized financial plans to meet the unique needs of each client.
  • Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.
  • Collaborate with internal teams to ensure seamless delivery of financial solutions and services.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and optimal client outcomes.
Requirements:
  • Bachelor's degree or equivalent experience in a related field.
  • Minimum of three years of experience in wealth management or a related field.
  • Strong technical skills in wealth management, including knowledge of financial products and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Sound knowledge of financial services products and services, including bank accounts, credit cards, personal loans, and mortgages.
  • Understanding of business banking client segment and products and services.
  • Local regulatory and license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HSBC.
Accreditations:
  • Attain appropriate professional and regulatory qualifications as required by market.
  • Attain any internal standards as required by HSBC.
Leadership Capabilities:
  • Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly.
  • Be ambitious about providing the highest standards of delivery to colleagues and clients.
  • Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity.
  • Be authentic and show ability to engage with colleagues and clients to deliver at pace.
  • Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses.
Global Wealth Management - Relationship Manager Technical Capabilities:
  • Client Skills:
    • Client focus
    • Sales orientation
    • Portfolio management
    • Communicating & influencing
  • Business Acumen:
    • Marketplace knowledge
    • Business understanding
  • Solutions:
    • Premier products and services
    • HSBC services and propositions
  • Processes:
    • Risk and compliance
    • Business processes
    • Tools and systems

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