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Premier Relationship Manager 卓越理財客戶經理 - Wealth and Personal Banking

Hong Kong, Hong Kong
Closing date
Oct 16, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job description

Join our fast-growing wealth management teams in Asia

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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 a high calibre professional to join our team as a Premier Relationship Manager.

Principal Responsibilities
  • 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


  • 擴大我們的卓越理財客戶群,並與所分配的卓越理財客戶建立長期關係
  • 根據客戶的財務需求尋找合適的金融及投資產品服務,管理客戶的財富
  • 向潛在客戶推廣我們的卓越理財財富策劃服務,發掘他們的需求並在適當的情況下推薦客戶予其他業務部門
  • 配合執行分行改進措施,反映客戶對我們服務的意見,並確保符合分行運作審計要求和品質保證


  • 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 Cantonese and English, with additional languages is an advantage
  • Candidate without banking background will also be considered

  • 持大學學位,金融、商業本科或相關學科更佳
  • 有前線客戶服務經驗,善於建立客戶關係
  • 具優秀銷售及客戶服務技巧,善於溝通及人際交流
  • 高度以客為本,致力為客戶提供優質服務
  • 了解並對金融市場有濃厚興趣
  • 成熟獨立,能在壓力下有良好表現
  • 具出色商業思維及敏銳人際技巧
  • 操流利粵語及英語,懂其他語言更佳
  • 沒有銀行業相關經驗亦會考慮

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited

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