河源招聘

Premier Relationship Officer Shenzhen Huaqiang North Road Sub-branch HSBC China (Pearl River Delta) -（职位编号：0000C4Z8）
Retail Banking and
Wealth Management (RBWM)
Retail Banking and
Wealth Management leverages HSBC’s global retail banking expertise and wealth
management capabilities to deliver a broad range of world-class retail banking
solutions to millions of customers. Driving for growth in key markets around
the world, the business comprises areas such as retail banking, wealth
management, insurance and asset management, with a focus on customer-centric
propositions and innovative and efficient distribution channels that will
differentiate our customer experience and deliver market leading retail banking
and wealth management solutions.
We are currently seeking an experienced
professional to join our team.
In this role, you will:
-?The role
is a client facing role managing our highest value clients where
professionalism, client focus and a broad understanding of the fundamentals of
financial planning are critical to the success of the business. The role holder
has a responsibility to acquire, develop and retain relationships with Premier
clients, working with the broader branch and direct teams to ensure achievement
of the business performance measures and plan (as defined by RBWM).
-This will
be achieved by active management of a portfolio of Premier clients, acquiring
new HSBC clients and upgrading existing clients through becoming the trusted
advisor to them. It will also entail reviewing the portfolio regularly to
ensure the solutions are still suitable to meet clients' needs and embed client
loyalty by meeting their needs either directly or through other internal
business partners.
-In order
to deliver the business objectives you will need to refer non-qualified
business to appropriate parties following proposition protocol and attract
business with new clients by understanding their financial needs and delivering
high standards of service quality. The identification of opportunities for
wealth reviews and delivering wealth solutions as an adviser are amongst the
key activities to achieve your goals.
-In
delivering the business objectives you must also maintain the levels of
operational integrity required by HSBC Group, closely managing your individual
and the collective performance of your wider team. Creating and maintaining an
environment and relationships where you and the wider Branch team maximize
performance in achieving the RBWM business objectives.
-The
identification of opportunities for wealth reviews and delivering wealth
solutions as an adviser are amongst the key activities to achieve your goals as
complied with local regulatory requirement.
-You are
accountable for the performance of your portfolio and need to ensure it is
effectively run managing to the Target Operating Model (TOM) as defined by HSBC
Group.

职位要求：
To be successful in the role, you should meet the
following requirements:
-?Minimum of three years proven and progressive financial
services and/or retail sales experience or equivalent
-Relationship management experience with high net worth
clients
-Strong technical skills in wealth management
-Strong communication, client focus and influencing skills
-Strong 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
-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
You’ll achieve more when you join HSBC.
www.hsbc.com.cn/careers
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 and inclusive and diverse environment.
Personal data held by the Bank relating to employment applications will be used
in accordance with our Privacy Statement, which is available on our website.
FM/*
Issued by HSBC Bank (China) Company Limited

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