Premier Relationship Officer - Retail Banking and Wealth Management

Job level Entry
Within Hong Kong
Employment type
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Retail Banking / Branch Banking
Insurance > Others
Published On 17/07/2018
ref. 0000A6ZE

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. 

Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels. 

We are currently seeking a high caliber professional to join our team as Premier Relationship Officer

In this role, you will

  • Co owning and growing a Premier customer portfolio in conjunction with Premier Relationship Managers you will work to build and deepen relationships with Premier clients
  • Initiating and maintaining effective communication and cooperation with paired Premier Relationship Managers
  • Partnering with Premier Relationship Managers to conduct customer needs activity planning and portfolio management so as to improve customer satisfaction within the HSBC Premier portfolio
  • Providing efficient and high quality professional services and ensuring a consistent delivery of the Global Premier core service standards and proposition
  • Promoting HSBC Premier proposition to customers for deposits and portfolio growth
  • Assisting Premier Relationship Manager on managing, developing and retaining quality customer relationship 

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

  • Working experience servicing high net worth clients at a financial institution
  • Good knowledge of wealth management products, both investment and insurance
  • Customer service mindset, with strong attention to detail
  • Team player with commercial orientation
  • Holder of relevant insurance, investment and Mandatory Provident Fund licenses
  • Good command of Cantonese and English. Mandarin is advantageous
  • University level education, preferably in finance, business or a related discipline 

For further details and application information please visit our career site, search under reference number 0000A6ZE 

You’ll achieve more when you join HSBC. 

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above. 

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 an 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. 

Issued by The Hongkong and Shanghai Banking Corporation Limited