Central, Hong Kong Island, Hong Kong
3 days ago
Senior Relationship Manager, Global Private Banking

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Global Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as Senior Relationship Manager, Global Private Banking.

Role Purpose

The Senior Relationship Manager (SRM) is in charge of managing and developing a client’s portfolio, participating in the Team’s organization and ensuring appropriate administrative supportProvides full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company servicesEstablishes new relationships and manages existing relationship in order to generate new AUM and RevenueCo-operates with platform manager to clear pending items, improve quality and resolve problems

Principal Accountabilities

Impact on the Business

Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network

Customers / Stakeholders

Has regular contact and meetings with clientsEnsures client’s objectives are met through an appropriate selection of products within the client portfolioEnsures clients are aware of their level of riskResearches account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities

Leadership Teamwork

Provides coaching and guidance to other RM’s and creates opportunities to develop their knowledge and experience levelLead by example by exhibiting behaviours consistent with HSBC valuesProvide assistance to fellow Relationship ManagersWork closely with other Bank Departments

Operational Effectiveness Control

Works closely with other Bank Departments to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulatorsEnsures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)Minimize operational losses
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