Director Relationship Management, HSBC Jade - Retail Banking and Wealth Management
Join our fast-growing Asia Wealth Management teams
Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. We're rapidly expanding our client-facing and investment-focused teams in Retail Banking and Wealth Management and Global Private Banking in China, Hong Kong and Singapore, and are interested in speaking with experienced, high-performing individuals.
Find out more about our Jade business at hsbc.com.hk/jade and explore where your exciting new role as a Director Relationship Management, HSBC Jade
can take you at HSBC. Principal responsibilities
- Manage relationship with our highest value HSBC Jade clients
- Acquire, develop and retain relationships with a portfolio of HSBC Jade clients
- Help clients to articulate their needs, and deliver to exceed client expectations
- Know clients on a personal and professional level to understand their short and long term financial goals
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
- Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HSBC Jade client relationships
- Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
- Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mindset motivation
- Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to Jade clients
- Develop Jade team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
- Understand and adhere to local and global compliance
- Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC
- Bachelor's degree or equivalent experience.
- Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
- Proven track record in client portfolio management
- Evidence of strong client recommendation and sales results in wealth products.
- Expert knowledge in financial planning and wealth products.
- Sound knowledge of the impact of macroeconomics or microeconomics or local market developments.
- Expert knowledge of external regulatory framework relevant to wealth management.
- Strong client focus and ability to develop long term partnerships with clients.
- Ability to deliver needs-based solutions through effective communication, influencing, and sales skills.
- Demonstrate proactiveness and skills in mentoring and coaching other colleagues
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Be authentic and show ability to engage with colleagues and clients to deliver at pace
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
- Holder of relevant insurance and investment licenses
- Excellent communication skills in English, Cantonese and Mandarin
- More experienced candidates will be considered for the role of Senior Director, HSBC Jade
- Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers
AWRM2019 You'll achieve more when you join HSBC.
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