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

8 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 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

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



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