Central, Hong Kong Island, Hong Kong
17 hours ago
Senior Relationship Manager - Global Private Banking

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibreprofessional to join our team as a Senior Relationship Manager.

Role Purpose

The Senior Relationship Manager (SRM) is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative support

Provides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services

Establishes new relationships and manages existing relationship in order to generate new AUM and Revenue

Co-operates with platform manager to clear pending items, improve quality and resolve problems

Principal Accountabilities:

Key activities and decision making areas

Impact on the Business

Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network

Customers / Stakeholders

Has regular contact and meetings with clients

Ensures client’s objectives are met through an appropriate selection of products within the client portfolio

Ensures clients are aware of their level of risk

Researches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities

Leadership Teamwork

Provides coaching and guidance to other RM’s and creates opportunities to develop their knowledge and experience level

Lead by example by exhibiting behaviours consistent with HSBC values

Provide assistance to fellow Relationship Managers

Work closely with other Bank Departments

Confirm your E-mail: Send Email