PREMIER RELATIONSHIP MANAGER

Job Reference: PFS/PRM/GM/07206/Web

Personal Financial Services - Retail Banking

XFor an accomplished professional with a proven track record in relationship management within the personal financial services business, it's a premier career opportunity. Our exceptional training will build on your established knowledge and expertise, and there are many exciting opportunities for future development in our dynamic Personal Financial Services business.

Key Responsibilities

• Develop customer business and establish long-term relationships through an assigned Premier clientele portfolio
• Manage the total wealth of your clients by matching our financial and investment product solutions to their needs

Requirements

• A degree holder preferably major in business, finance or marketing
• At least three years' executive experience in financial services, including the management and growth of an assigned customer portfolio
• Have a licence to sell MPF and insurance products and a pass in the Hong Kong Securities Institute Foundation Programme Examination, or equivalent
• Ideally possess a Certified Financial PlannerCM qualification or other relevant qualifications
• Outgoing with a strong customer focus
• Have good spoken English and Cantonese and preferably Putonghua
• Candidates with less experience in managing a customer portfolio may be considered for an entry-level position

Application Method

Please send your CV with the job reference to:

Email: careers1@hsbc.com.hk

 

HSBC is an equal opportunity employer. We value the diversity of individuals, ideas, perspectives, insights and values, and what they bring to the workplace. Applications are welcome from all qualified candidates.

Data held by the Bank relating to employment applications will be kept confidential and used only for processing applications. Applicants who are not contacted within four weeks may consider their application unsuccessful. The Bank will retain their applications for a maximum period of two years and may refer suitable applicants to other vacancies
within the Group. A copy of our Personal Information Collection Statement can be provided upon request by contacting Human Resources Asia-Pacific at the above e-mail address.

Issued by The Hongkong and Shanghai Banking Corporation Limited.