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PC Desk Relationship Manager

  • HSBC Group
  • Hong Kong, Hong Kong Island +1 more, Hong Kong
  • HKD 1,200,000 – HKD 2,000,000

We are currently seeking a high calibre professional to join our team as a PC Desk RM.

In this role you will:

  • Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients
  • Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
  • Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
  • Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
  • Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
  • Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
  • Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance

To be successful you will need:

  • 7+ years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
  • Proven track record in client acquisition, asset gathering, asset growth and revenue generation
  • Excellent communication and negotiation skills
  • Attention to detail and the ability to think creatively and solve problems
  • Excellent understanding of financial markets and wealth management products
  • Strong focus on client servicing
  • Speaks fluent English and Mandarin, Cantonese skills may be beneficial but not necessary

Skills

  • Private Banking
  • Wealth Management
  • Client Acquisition
  • Portfolio Management
  • Cross-Selling
  • Credit Analysis
  • Regulatory Compliance

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