Director Relationship Management, HSBC Jade - Wealth and Personal Banking
September 7, 2020
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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 hsbc.com.hk/jade and explore where your exciting new role as a Director Relationship Management, HSBC Jade can take you at HSBC.
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.
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