Branch VRM Shanghai SHC Sub-branch
1 week ago
HSBC International Wealth and Premier Banking (IWPB)
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening
up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
We are currently seeking an experienced professional to join our team.
In This Role, You Will
Portfolio Growth via Sophisticated WEM Capabilities.
Wealth Needs Fulfillment.
Global Standards maintenance.
Maximising growth in their portfolio and achieving the WPB 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 GHQ and the Regulatory organization as applied to the implementation of the WPB strategy in their country
Total TCR of the portfolio
Qualifications - External
To be successful in the role, you should meet the following requirements:
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
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HBCN
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
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website./FF|
Issued by HSBC Bank (China) Company Limited
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