SVP Relationship Manager, Global Private Banking - code 5k2024RMIN

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking 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.

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

• Achieve agreed Key Performance Indicator objectives through the development of existing and new Private Banking client relationships
• 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
• Use tools, information, and delivery channels effectively to deliver the highest levels of client service
• Maintain a minimum standard of qualifying Private Banking clients within portfolio as stated by Group
• 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
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
• Identify opportunities, to refer business to GMP, GPB, Insurance and Asset Management, as appropriate
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets
• Collaborate with the wider team to deliver the WPB performance measures and plan to support the multi channel client journey
• 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