- Support the achievement of Country AOP
- Achieve agreed Key Performance Indicator objectives by development of existing and new relationships
- Build effective relationships with clients to retain and develop sustainable relationships
- Complete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goals
- Effective use of tools and information to drive client service delivery and
- WPB performance
- Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
- Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
- Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
- Establish and agree client contact strategies in line with Group operating models
- Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
- Own the client relationship with HSBC
- Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
- Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients
- Monitor client satisfaction data implementing portfolio level improvements
- Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
- Proactively support others through direct and indirect actions beyond activities particular to this role
- Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journey
- Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs
- Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
- Agree and manage lending facilities within any agreed Approval Authority (RAA)
- Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise loss
- Adhere to selling process and sales quality requirements Requirements
- Bachelor's degree or equivalent experience Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent Evidence of strong sales results in insurance and investment products Relationship management experience with high net worth clients Strong technical skills in wealth management Strong communication, client focus and influencing skills Strong sales orientation, networking and portfolio management skills Sound knowledge of financial services products and services and the client relationship management system Understanding of business banking client segment and products and services Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN 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
- Attain appropriate professional and regulatory qualifications as required by market Attain any internal standards as required by HBCN
- Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly Be ambitious about providing the highest standards of delivery to colleagues and clients Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity Be authentic and show ability to engage with colleagues and clients to deliver at pace Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses
- Client focus Sales orientation Portfolio management Communicating & influencing
- Marketplace knowledge Business understanding
- Premier products and services HSBC services and propositions
- Risk and compliance Business processes Tools and systems
-
HSBC Guangzhou, 中国 À durée déterminée - temps pleinWealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Guangzhou, 中国 Fixed Term - 全职Wealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Guangzhou, 中国 À durée déterminée - temps pleinWealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Huangpu, 中国 À durée déterminée - temps pleinWealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Huangpu, 中国 À durée déterminée - temps pleinWealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Huangpu, 中国 Permanent - temps pleinWealth and Personal Banking (WPB) · Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers ...
-
HSBC Guangzhou, 中国 Fixed Term - 全职A Career with HANGSENG-CN · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-ca ...
-
Intern - SEF
6天前
ING Guangzhou, 中国 实习生Based in Beijing branch covering activities throught out China. The internship would cover: · Responsible for KYC and bank account opening for existing and new clients. · Provide support on business development such as preliminary analysis of prospective clients. · Coordinate wit ...
-
HSBC Guangzhou, 中国 À durée déterminée - temps pleinA Career with HANGSENG-CN · Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-ca ...
-
AIG Guangzhou, 中国 全职Join us in Trade Credit to take your underwriting career to the next level with a global market leader. · Make your mark in Trade Credit · AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multi ...
-
AIG Guangzhou Shi, 中国 全职Join us in Trade Credit to take your underwriting career to the next level with a global market leader. · Make your mark in Trade Credit · AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multi ...
-
Siemens Energy Guangzhou, 中国 全职Software Developer for Mechanical Design (MD) Tools Transformers (f/m/d) · About the Role · Location China Guangdong Sheng GUANGZHOU Remote vs. Office Office/Site only Company Siemens Energy Transformer (Guangzhou) Co., Ltd. Organization Grid Technologies Business Unit Product ...
-
HSBC Guangzhou, 中国 À durée déterminée - temps pleinSome 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. · We are currently seeking an experienced professional to join our team in the role of Associate IT Security Manager · ...
-
Start-Up Manager
3天前
ANDRITZ Foshan, 中国 Office Location / Office-basedEvery day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
-
ANDRITZ AG Foshan, 中国Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
-
ANDRITZ Foshan, 中国 Office Location / Office-basedEvery day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
-
Start-Up Manager
1周前
ANDRITZ AG Foshan, 中国Every day, ANDRITZ continues to deliver successful innovative solutions to our customers globally. Why are we so successful? Because we are passionate and love what we do We are at the forefront of future engineering technologies, with solutions that ensure the success of our cli ...
-
HSBC Huangpu, 中国 À durée déterminée - temps partielChina Management Office (CMO) · The China Management Office (CMO) is assisting CEO, DECO and the broader China executive team in entity management oversight, to support for our Branch Managers to aid in meeting the challenges posed by an increasingly complex operating environmen ...
-
HSBC Huangpu, 中国 Permanent - temps pleinChina Management Office (CMO) · The China Management Office (CMO) is assisting CEO, DECO and the broader China executive team in entity management oversight, to support for our Branch Managers to aid in meeting the challenges posed by an increasingly complex operating environmen ...
-
HSBC Huangpu, 中国 À durée déterminée - temps pleinThe individual in this role will be responsible for defining our digital ecosystem including: integration with WeChat and other 3rd parties, wealth management and reward app, mobile payments, PFM and other features.Features might stretch beyond core banking services and extend in ...
Sr Asst Premier Relationship Manager RM1, Guangzhou Garden Hotel Branch CHINA(South Region) - HSBC
描述
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
We are currently seeking an experienced professional to join our team.
In this role, you will:
Impact on the Business/Function
Customers / Stakeholders
Leadership & Teamwork
Operational Effectiveness & Control:
To be successful in the role, you should meet the following requirements:
• Attain appropriate professional and regulatory qualifications as required by market
• Attain any internal standards as required by country
1. Knowledge & Experience
2. Accreditations
3. Leadership Capabilities
4. Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)
Technical Capabilities
Client Skills
Business Acumen
Solutions
Processes
