Principal Responsibilities
- Acquire, develop and retain relationships with a portfolio of HNW clients
- Help clients to articulate their needs, and deliver to exceed client expectations
- Know clients on a personal and professional level to understand their short and long term financial goals
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
- Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HNW client relationships
- Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
- Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation
- Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients
- Develop culture and build a strong sense of team spirit to increase the team loyalty to the Bank
- Understand and adhere to local and global compliance
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories
Requirements
- Bachelor's degree or equivalent experience, preferably in finance, business or a related discipline
- Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
- Proven track record in client portfolio management
- Evidence of strong client recommendation and sales results in wealth products
- Expert knowledge in financial planning and wealth products
- Sound knowledge of the impact of macroeconomics or microeconomics or local market developments
- Expert knowledge of external regulatory framework relevant to wealth management
- Strong client focus and ability to develop long term partnerships with clients
- Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
- Demonstrate proactiveness and skills in mentoring and coaching other colleagues
- Be ambitious about providing the highest standards of delivery to colleagues and clients
- Be authentic and show ability to engage with colleagues and clients to deliver at pace
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
- Excellent communication skills in English, Cantonese and Mandarin