Retail Banking and Wealth Management (RBWM)
Retail Banking and Wealth Management leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-
class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-
centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.
We are currently seeking an experienced professional to join our team.
In this role, you will :
The jobholder will own and manage a portfolio of approximately 150 primary clients working with the wider RBWM team.
The jobholder has prime responsibility for :
Delivering a consistent and tailored wealth management service to our most valuable Premier clients
Developing long-term, in depth client relationships with clients
Acquiring new clients with proactive strategic financial planning to maintain and grow wallet share
Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in their country
To be successful in the role, you should meet the following requirements :
Bachelor's degree or equivalent experience.
Minimum of eight years proven and progressive financial services, and at least 3 years as Relationship Manager.
Evidence of strong client recommendation and sales results in wealth products.
Equivalent relationship management experience in managing high net worth client portfolios preferred.
Expert knowledge in financial planning and wealth products.
Sound knowledge of the impact of macroeconomics / microeconomics / local market developments.
Expert knowledge of external regulatory framework relevant to wealth management.
If internal, in-depth understanding of HSBC Global House Views.
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.
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
Able to communicate well in English and local languages.
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Issued by HSBC Bank (China) Company Limited