Premier Wealth Relationship Manager
Mô tả công việc
Some Careers Grow Faster Than Others.
If you’re looking for a career that will help you to stand out, join HSBC and fulfil your potential. 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 (WPB) 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. 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 a high calibre professional to join our team as an Premier Relationship Manager
In this role, you will:
Achieve agreed financial targets by development of existing and new relationships.
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs
Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate
Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance
Yêu cầu công việc
To be successful in the role, you should meet the following requirements:
Bachelor's degree.
Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
Capabilities in introducing insurance and investment products.
Relationship management experience with high net worth clients'
Strong technical skills, strong communication, client focus and influencing skills in wealth management.
Strong sales orientation, networking and portfolio management skills.
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
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.
http://www.hsbc.com/careers
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Giá
29.000đ / lượt
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Thông tin việc làm
27/11/2024
Nhân viên
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quan Hệ Khách Hàng
Relationship Management, Customer Service, Financial Services, Banking, Tư Vấn Tài Chính
Ngân hàng
Bất kỳ
Không yêu cầu
Không hiển thị
Địa điểm làm việc
Hồ Chí Minh, Việt Nam
Hà Nội, Vietnam
The Metropolitan, 235 Dong Khoi Street, District 1, HCMC
(Xem bản đồ)Nhận diện một số hình thức lừa đảo
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