Premier Relationship Manager 卓越理财客户经理 HSBC China

7 months ago

Shenzhen, China HSBC Full time

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:

Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio

Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs

Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate

Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

扩大卓越理财客户群，并与卓越理财客户建立长期关系

根据客户的财务需求提供合适的金融及投资产品服务，管理客户的财富

向潜在客户推广卓越理财服务，发掘他们的需求并且在适当的情况下推荐客户至其他业务部门

配合执行分行改进措施，反映客户的意见，并确保符合分行的运作要求和品质保证

Requirements

To be successful in the role, you should meet the following requirements:

University level education, preferably in finance, business or a related discipline 

Experience in client facing environment, with excellent relationship building capability

Strong sales and customer orientation, with good communication and interpersonal skills

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Good understanding and strong interest of the financial markets

Mature and independent mindset, able to work effectively under pressure 

Strong commercial orientation with acute interpersonal skills 

Fluency in Mandarin and English

本科及以上学历，金融、商科或相关学科更佳

具有前线客户服务经验，善于建立客户关系

具有优秀销售及客户服务技巧，善于沟通及人际交流

以客户为本，致力为客户提供优质服务

了解并对金融市场有浓厚兴趣

成熟独立，能在压力下有良好表现

具有出色商业思维及敏锐人际技巧

普通话及英语流利

我们的福利

汇丰为员工提供全面、贴心的关怀与福利，自入职第一天起，员工就可以在多样化和人性化的工作场所做出积极选择，满足自己多层次的需求。

- 假期福利

除法定休假外，有年假、带薪病假、志愿者假、妇女节、休假等。您入职后即可享有10~25天的丰厚年假，让您在工作之余有充分的时间放松身心。在您生日当月，更有一天生日假，您可以和家人、朋友等一起庆祝这温馨的时刻。

- 全面的福利保险计划

包括定期寿险、意外伤亡险、重疾险、补充商业医疗保险等，覆盖全方位生活场景，为您的保障添砖加瓦。

- 员工体检

每年为您提供一次关爱体检，有多种套餐，全面评估您的身体状况和生活方式，帮助您实现健康生活、快乐工作。

- 弹性福利

当您考虑为家庭提供更多保障时，MyChoice员工弹性福利平台可以满足您不同人生阶段的各种需求。每年您都享有弹性福利积分，可以调整您的福利保险，买卖年假，为家人购买体检套餐等，DIY一份专属于您的福利计划。

- 心理健康咨询

您和您的直系亲属均可免费获得专业的心理健康咨询，包含个人成长、缓解职场压力、解决情感困惑等，助您一路“升级打怪”，稳步前进。

- 企业年金

汇丰企业年金这一补充养老金计划为您更添一份保障。建立企业账户和个人账户，由汇丰和您按照一定比例每月缴存。更有专业的金融机构共同运营，确保年金资金的安全独立、灵活投资，您可在退休时领取，提升您退休后的生活品质。

- 弹性工作

为了让大家发挥最佳表现，您有各种弹性工作的灵活选择。

- PSQP专业进修计划

专业进修计划通过为员工报销学费的方式鼓励员工追求职业发展。员工可就经PSQP批核的进修计划和经批核学位列表中涵盖的专业进修享受学费报

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