Jade Relationship Manager Guangzhou Branch (Pearl River Delta)

Job description

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 role is a client facing role managing the HSBC relationship with our highest value clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.
Top Tier Relationship Managers require exceptional ability to build trusting relationships with existing and potential Top Tier Premier clients, help clients articulate their needs, and deliver to exceed client expectations. Success requires getting to know clients on a personal and professional level to understand their short and long term financial goals. They will use deep understanding of the client's situation and external market knowledge to educate clients and provide financial advice which leads to highly individualised strategies aimed at wealth creation and capital preservation.
The role will entail reviewing the Top Tier portfolio regularly to identify opportunities to use the distinctive capabilities of HSBC, spanning lines of business and geography, to the advantage of the client. In so doing the jobholder can increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners.
Understanding and adhering to local and global compliance requirements is critical. In delivering the business objectives the role holder must also maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC.
The Jade RM is accountable for the performance of their portfolio and needs to ensure it is effectively run within the RBWM Target Business Model (TBM) and delivers to the Top Tier Proposition as defined by HSBC Group. Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

Desired profile

Qualifications :

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.
ow 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.

You'll achieve more at HSBC.

www.hsbc.com.cn/careers

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Issued by HSBC Bank (China) Company Limited