Relationship Manager Global Private Banking HSBC China

1 month ago

Shanghai, China HSBC Full time

Global Private Banking(GPB)

HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As an international private banking, HSBC Private banking has the connections to provide the very best of what the HSBC Group has to offer.


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

In this role, you will:

• Establish new private banking relationships and manage existing relationships in order to grow Assets Under Management and Revenue
• Monitor clients' portfolios on a regular basis to identify additional business opportunities and revenue growth potential
• Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC's relevant products and services to our clients 

• Leverage HSBC's channels, network and brand to pursue business development activities with a focus on International Private Wealth clients

• Ensure strict compliance with HSBC's internal control standards, including areas of risk, regulatory compliance and financial crime compliance
• Timely implementation of internal and external audit points together with any issues raised by external regulators

• Minimize operational losses

• I hereby promise, that I'll abide by the laws and regulations related to insurance agency sales, and will not solicit any insurance policy holder to surrender his/her policies, which might harm the interest of the policy holder, upon my leaving the company or upon the termination of the agency business of the bank with relevant insurance companies.

Requirements

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

• At least 8 years' relationship management experience, ideally in private banking, commercial banking or investment banking sectors
• Proven track record in asset gathering, asset growth and revenue generation
• Excellent communication and negotiation skills
• Strong focus on client servicing
• Excellent understanding of financial markets and wealth management products
• Attention to detail and the ability to think creatively to solve problems
 

  • Relationship Manager Global Private Banking China

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Global Private Banking(GPB) HSBC Private banking offers personalized relationship management, integrated banking, investment, and wealth advisory services to high net worth clients worldwide. Leveraging the strength and heritage of the HSBC Group, we strive to uncover new opportunities for our clients to safeguard and grow their wealth. As an international...

  • Investment Counsellor Global Private Banking China

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Global Private Banking (GPB) at HSBCHSBC Private Banking offers personalized relationship management services including integrated banking, investment, and wealth advisory to high net worth clients globally. Leveraging the strength and heritage of the HSBC Group, we uncover new opportunities to help clients manage and safeguard their wealth. As an...

  • Audit Manager

    4 weeks ago

    Shanghai, China HSBC Full time

    Internal Audit (IAD) Group Internal Audit provides independent assurance to management and the Risk and Audit Committees that HSBC’s risk management, governance and internal control processes are designed appropriately and are operating effectively. We are currently seeking an experienced professional to join our team. In this role, you will: ...

  • Premier Relationship Director Shanghai HKP Sub-branch HSBC China

    1 month ago

    Shanghai, 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...

  • Head of Insurance Specialists, Sales Management

    4 weeks ago

    Shanghai, China HSBC Full time

    Private Banking(PB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities...

  • Senior Insurance Specialist, Shanghai, Wealth

    2 months ago

    Shanghai, 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...

  • Inv PE

    2 months ago

    Shanghai, 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...

  • Investment Product Manager HSBC China

    4 weeks ago

    Shanghai, 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...

  • Premier Relationship Director Shanghai HKP Sub-branch China

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking is a cutting-edge global business combining Retail Banking and Wealth Management, together with Global Private Banking, to form a leading global wealth manager with trillion in assets. Our dedicated team members cater to millions of clients worldwide across the entire range of private wealth, from...

  • SVP Wealth Risk – Wealth

    2 months ago

    Shanghai, China HSBC Full time

    Risk Global Risk is a thriving and expert risk management function supporting HSBC globally with all aspects of risk management. The team actively manages a varied and dynamic range of risk types, including security, information security, operational, credit, pension, insurance, compliance, regulatory, market, reputation and geopolitical risks. All...

  • SVP Wealth Risk – Wealth

    4 weeks ago

    Shanghai, China HSBC Full time

    Risk Global Risk is a thriving and expert risk management function supporting HSBC globally with all aspects of risk management. The team actively manages a varied and dynamic range of risk types, including security, information security, operational, credit, pension, insurance, compliance, regulatory, market, reputation and geopolitical risks. All...

  • Asst Premier Relationship Manager RM1 Shanghai SJK Sub-branch HSBC China

    2 months ago

    Shanghai, 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...

  • Head of Business Management and Client Service Executives, GPB China

    3 weeks ago

    Shanghai, China HSBC Full time

    Private Banking(PB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities...

  • Head of Business Management and Client Service Executives, GPB China

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Private Banking(PB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities...

  • Sr Asst Premier Relationship Manager RM1 Shanghai SJK Sub-branch HSBC China

    3 weeks ago

    Shanghai, 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...

  • Head of Insurance Specialists, Sales Management

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Private Banking(PB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities...

  • China Student Programme – GPB

    2 weeks ago

    Shanghai, Shanghai, China HSBC Full time

    Global Private Banking (GPB) Global Private Banking (GPB) announced the official launch of the refreshed proposition in mainland China on 26 May 2022, which now offers more enhanced local and international wealth management offerings, more targeted private banking services and an advanced digital platform to meet the sophisticated long-term needs of our...

  • China Student Programme – GPB

    2 weeks ago

    Shanghai, China HSBC Full time

    Global Private Banking (GPB) Global Private Banking (GPB) announced the official launch of the refreshed proposition in mainland China on 26 May 2022, which now offers more enhanced local and international wealth management offerings, more targeted private banking services and an advanced digital platform to meet the sophisticated long-term needs of our...

  • China Student Programme – GPB

    3 weeks ago

    Shanghai, China HSBC Full time

    Global Private Banking (GPB) Global Private Banking (GPB) announced the official launch of the refreshed proposition in mainland China on 26 May 2022, which now offers more enhanced local and international wealth management offerings, more targeted private banking services and an advanced digital platform to meet the sophisticated long-term needs of our...

  • China Student Programme – GPB

    3 weeks ago

    Shanghai, China HSBC Full time

    Global Private Banking (GPB) Global Private Banking (GPB) announced the official launch of the refreshed proposition in mainland China on 26 May 2022, which now offers more enhanced local and international wealth management offerings, more targeted private banking services and an advanced digital platform to meet the sophisticated long-term needs of our...