Premier Relationship Manager
4 weeks ago
Job Summary: HSBC is seeking an experienced and skilled individual to join our team as a Premier Relationship Manager. This role will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and driving business growth.
Key Responsibilities:
- Develop and execute customized financial plans to meet clients' goals and objectives.
- Build and maintain strong relationships with clients, understanding their financial needs and preferences.
- Provide expert advice on wealth management, investment, and financial planning strategies.
- Collaborate with internal teams to deliver exceptional customer service and meet business targets.
- Stay up-to-date with market trends, regulatory requirements, and industry developments to provide informed guidance to clients.
Requirements:
- Minimum 5-8 years of experience in relationship management, preferably with high net worth clients.
- Strong sales orientation, networking, and portfolio management skills.
- Excellent communication, client focus, and influencing skills.
- Sound knowledge of financial services products and services, and the client relationship management system.
- Local regulatory and license requirements met, with valid licenses and accreditation in wealth management and relevant qualifications.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- Access to cutting-edge technology and training.
About Us:
HSBC is a leading global banking and financial services organization, committed to building a culture where all employees are valued, respected, and empowered to succeed. 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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