Premier Wealth Relationship Manager - International
HSBC
- Central, Hong Kong
- Permanent
- Full-time
- Manage and support a portfolio of international and/or HK Premier customers
- Act as a trusted adviser to our new and existing customers providing holistic financial advice and supporting them through key life events such as investing for your future, saving for a new home, planning for retirement or protecting their family for every eventuality
- Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning service to a portfolio of HSBC clients
- Advise on a full range of products and services that include both HSBC manufactured products and those provided by external partners
- Continuously monitor and gather information to assess potential impacts and identify possible risks and opportunities for the business
- Deliver needs-based solutions through effective communication and influencing
- Adhere to HSBC policy, procedures and control requirements applicable to day-to-day working, exceptional and project activities, and raise any concerns about actual or potential issues promptly, in line with reporting and escalation procedures
- Hold relevant HKSI / IIQE Hong Kong qualification
- Experience working in relevant environment/s, i.e. retail banking, relationship management, front office
- A track record of gaining an understanding of customers' needs and delivering excellent customer service
- A flexible and adaptable approach to change and will support others to respond in a similar way
- Both spoken and written communication skills with experience of adapting your style and approach to the audience and message to be delivered
- Knowledge of financial planning and wealth products would be an advantage but not essential