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Business Descriptor:
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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.
Wealth Management
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking an experienced professional to join the Global Private Banking team.
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 Private Banking clients.
Private Banking Relationship Managers require exceptional ability to build trusting relationships with existing and potential Private Banking clients, help clients articulate their needs, and deliver to exceed client expectations.
Principal Responsibilities:
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Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships
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Complete regular reviews with clients to understand their current and long term financial needs and advise them on the differentiated products and services that help them achieve their wealth goals
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Use tools, information, and delivery channels effectively to deliver the highest levels of client service
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Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group
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Monitor and act on daily sales activity management information and other internal information tools, using them to effectively grow or maintain wallet share of clients
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Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
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Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
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Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
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Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey
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Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss.
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Adhere to selling process and sales quality requirements
Qualifications:
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Bachelor's degree with relevant experience
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Minimum of five years proven and progressive financial services and/or retail sales experience or equivalent
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Evidence of strong sales results in insurance and investment products
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Relationship management experience with high net worth clients
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Strong technical skills in wealth management
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Strong communication, client focus and influencing skills
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Strong sales orientation, networking and portfolio management skills
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Sound knowledge of financial services products and services and the client relationship management system
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Understanding of business banking client segment and products and services
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Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
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Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
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Able to communicate well in English and local languages.
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This is HRR (high risk role) and hence necessary trainings and due diligence will be applicable.
Pro-tip : Familiarity with AI-enabled tools is an advantage.
Accreditations
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Attain appropriate professional and regulatory qualifications as required by regulations
Additional Information:
Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
You’ll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
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Issued by The Hongkong and Shanghai Banking Corporation Limited, India
