Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. 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.
In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.
We are currently seeking a high calibre professional to join our team as a Senior Relationship Manager (Onshore).
Principal Responsibilities
Focus on nurturing and activating portfolio of clients to fund up to Premier BalanceEncourage and educate clients to adopt a Digital First approach with focus on minimizing in branch activities while educating customers to transition to digital and remote channels (For low value activities)Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clientsProvide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordinglyProvide financial planning and advisory services aligning to clients’ needs and investment profileEmbarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growthEnsure coverage of all relationships through client’s engagement, risk profiling and financial planningUnderstand customers’ banking and financial needs and recommend suitable solutions to meet these needsFulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metricsCompliance, Risk Control
Ensure that KYC/AML and other compliance norms are strictly adhere toAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules regulations adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency