We are currently seeking a high caliber professional to join our team as a Premier Elite Relationship Manager, International.
In this role you will:
- Acquire, develop and retain new Non-Resident Premier Elite Clients via outreach activities & referral sources as well as help clients to articulate their needs, and deliver to exceed client expectations on a personal and professional level
- Achieve agreed key performance indicator objectives and profit growth through the development of HSBC Premier Elite client relationships
- Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
- Mobilise the resource to provide best in class service to HSBC Premier Elite clients
- 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
To be successful you will need:
- Bachelor's degree or equivalent experience, preferably in finance, business or a related discipline
- Proven track record in client portfolio management; Expert knowledge in financial planning and wealth products as well as external regulatory framework relevant to wealth management
- Strong clients focus and ability to develop long term partnerships with clients; Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- 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 and compliance with related Continuing Professional Development (CPD) requirements
- Proficient in both English and Chinese. Mandarin, Cantonese and English-speaking skills are advantageous
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