Virtual Relationship Manager - Retail Banking and Wealth Management

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • CDI, Plein-temps
  • HSBC
  • 16 juil. 18 2018-07-16

Virtual Relationship Manager - Retail Banking and Wealth Management

Virtual Relationship Manager

Some careers open more doors than others. If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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 Virtual Relationship Manager.

When you join our team, from day one you'll have access to a competitive benefits package, including:

  • An attractive basic salary and a quarterly incentive scheme
  • HealthPlus medical insurance coverage for you and your family which includes Chinese bonesetters, medical check-up and dental
  • A market-leading employer pension contribution of up to 13%
  • Attractive benefits such as 22 days paid annual leave and additional significant life event leave (e.g. marriage, birthday and maternity) that take care of your well being
  • A staff rate housing loan with maximum loan up to 100% of the valuation or purchase price Preferential terms on employee banking including loans, credit facilities, and credit cards
  • Superior training and development program
  • Progressive career advancement opportunities to Premier Relationship Manager position

What will I be doing as a Virtual Relationship Manager?
This role is focused on supporting International Relationship Managers by engaging directly with Premier customers, and identifying their financial needs.
Principal Responsibilities
  • Building effective relationships with clients to retain and developing sustainable relationships
  • Identify customer financial and other banking needs then make referrals to others where appropriate
  • Working closely with other departments to ensure that customer instructions are executed correctly and in a timely manner
  • Establishing and agreeing client contact strategies in line with Group operating models
  • Improving customer experience by collating customer feedback, identifying areas to improve such as operational, administrative, processes and competitiveness of products and services
  • Maintaining an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients
  • Supporting branch improvement initiatives, providing customer feedback of our service and product offering and ensuring compliance with audit requirements and quality assurance
  • Driving market leading standards for conduct and controls in line with bank values and expectations

What do I need to be successful in this role?

  • Working experience servicing high net worth clients at a financial institution
  • Good knowledge of wealth management products, both investment and insurance
  • Advanced understanding of branch operations
  • Customer oriented and able to capture customer financial needs
  • 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
You'll achieve more when you join HSBC.

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.