Director Relationship Management, HSBC Jade - Wealth and Personal Banking
Hang Seng
Central, Hong Kong Island, Hong Kong, Asia Pacific


The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.

As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.

If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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 Wealth and Personal 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 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 be considered for this role, the relevant rights to work in Hong Kong is required.

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.


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