Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager 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 an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

Support the achievement of Country AOPAchieve agreed Key Performance Indicator objectives by development of existing and new relationshipsBuild effective relationships with clients to retain and develop sustainable relationshipsComplete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goalsEffective use of tools and information to drive client service delivery and WPB performanceMaintain a minimum standard of qualifying Premier clients within portfolio as stated by GroupBuild a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brandMonitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goalsEstablish and agree client contact strategies in line with Group operating models Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the GroupMaintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvementsWork with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the clientDeliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership Teamwork

To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journeyEstablish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness Control:

Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelinesAgree and manage lending facilities within any agreed Approval Authority (RAA)Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise lossAdhere to selling process and sales quality requirements

Wealth and Personal Banking (WPB)

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager 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 an experienced professional to join our team.

In this role, you will:

Impact on the Business/Function

Support the achievement of Country AOPAchieve agreed Key Performance Indicator objectives by development of existing and new relationshipsBuild effective relationships with clients to retain and develop sustainable relationshipsComplete regular reviews with clients to understand their current and long term needs and advice them on the products and services that help them achieve their goalsEffective use of tools and information to drive client service delivery and WPB performanceMaintain a minimum standard of qualifying Premier clients within portfolio as stated by GroupBuild a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brandMonitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goalsEstablish and agree client contact strategies in line with Group operating models Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

Own the client relationship with HSBC Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the GroupMaintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients Monitor client satisfaction data implementing portfolio level improvementsWork with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the clientDeliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

Leadership Teamwork

To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered Proactively support others through direct and indirect actions beyond activities particular to this role Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi channel client journeyEstablish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness Control:

Ensuring that sales and operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelinesAgree and manage lending facilities within any agreed Approval Authority (RAA)Manage operational risk, by using relevant Management Information to identify risk situations and take any appropriate action to minimise lossAdhere to selling process and sales quality requirements

To be successful in the role, you should meet the following requirements:

• Attain appropriate professional and regulatory qualifications as required by market

• Attain any internal standards as required by country

1. Knowledge Experience

Bachelor's degree or equivalent experienceMinimum of three years proven and progressive financial services and/or retail sales experience or equivalentEvidence of strong sales results in insurance and investment productsRelationship management experience with high net worth clientsStrong technical skills in wealth managementStrong communication, client focus and influencing skillsStrong sales orientation, networking and portfolio management skillsSound knowledge of financial services products and services and the client relationship management systemUnderstanding of business banking client segment and products and servicesLocal regulatory license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCNClear view on how to work with Compliance, Credit Risk and Internal Control to ensure a balanced risk operating environmentAble to communicate well in English and local languages

2. Accreditations

Attain appropriate professional and regulatory qualifications as required by marketAttain any internal standards as required by HBCN

3. Leadership Capabilities

Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordinglyBe ambitious about providing the highest standards of delivery to colleagues and clientsShow ability to set stretch goals for self and the ability to deliver these with courage and tenacityBe authentic and show ability to engage with colleagues and clients to deliver at paceMake considered decisions that protect HSBC Global Wealth values, reputation and businesses

4. Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)

Technical Capabilities

Client Skills

Client focusSales orientationPortfolio managementCommunicating influencing

Business Acumen

Marketplace knowledgeBusiness understanding

Solutions

Premier products and servicesHSBC services and propositions

Processes

Risk and complianceBusiness processesTools and systems

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. /CN

Issued by HSBC Bank (China) Company Limited

To be successful in the role, you should meet the following requirements:

• Attain appropriate professional and regulatory qualifications as required by market

• Attain any internal standards as required by country

1. Knowledge Experience

Bachelor's degree or equivalent experienceMinimum of three years proven and progressive financial services and/or retail sales experience or equivalentEvidence of strong sales results in insurance and investment productsRelationship management experience with high net worth clientsStrong technical skills in wealth managementStrong communication, client focus and influencing skillsStrong sales orientation, networking and portfolio management skillsSound knowledge of financial services products and services and the client relationship management systemUnderstanding of business banking client segment and products and servicesLocal regulatory license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCNClear view on how to work with Compliance, Credit Risk and Internal Control to ensure a balanced risk operating environmentAble to communicate well in English and local languages

2. Accreditations

Attain appropriate professional and regulatory qualifications as required by marketAttain any internal standards as required by HBCN

3. Leadership Capabilities

Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordinglyBe ambitious about providing the highest standards of delivery to colleagues and clientsShow ability to set stretch goals for self and the ability to deliver these with courage and tenacityBe authentic and show ability to engage with colleagues and clients to deliver at paceMake considered decisions that protect HSBC Global Wealth values, reputation and businesses

4. Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)

Technical Capabilities

Client Skills

Client focusSales orientationPortfolio managementCommunicating influencing

Business Acumen

Marketplace knowledgeBusiness understanding

Solutions

Premier products and servicesHSBC services and propositions

Processes

Risk and complianceBusiness processesTools and systems

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. /CN

Issued by HSBC Bank (China) Company Limited