Principal Responsibilities

• Acquire, develop and retain relationships with a portfolio of HNW clients
• Help clients to articulate their needs, and deliver to exceed client expectations
• Know clients on a personal and professional level to understand their short and long term financial goals
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new HNW client relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
• Mentor and coach paired team members through daily activity planning, prioritization, skills transfer and mind-set motivation
• Complete line manager responsibilities for managing assigned designated support staff and mobilise the resource to provide best in class service to HSBC Premier Elite clients
• Develop culture and build a strong sense of team spirit to increase the team loyalty to the Bank
• Understand and adhere to local and global compliance

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Requirements

• Bachelor's degree or equivalent experience, preferably in finance, business or a related discipline
• Solid years of experience in relationship management and managing ultra-high net worth client portfolios in financial sector
• Proven track record in client portfolio management
• Evidence of strong client recommendation and sales results in wealth products
• Expert knowledge in financial planning and wealth products
• Sound knowledge of the impact of macroeconomics or microeconomics or local market developments
• Expert knowledge of external regulatory framework relevant to wealth management
• Strong client focus and ability to develop long term partnerships with clients
• Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
• Demonstrate proactiveness and skills in mentoring and coaching other colleagues
• Be ambitious about providing the highest standards of delivery to colleagues and clients
• Be authentic and show ability to engage with colleagues and clients to deliver at pace
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
• Excellent communication skills in English, Cantonese and Mandarin