PC Desk RM - China Team
HSBC · Central
We are currently seeking a high calibre professional to join our team as a PC Desk RM.
In this role you will:
- Provide the full suite of wealth management and banking services to HSBC’s high net worth individual clients
- Establish new private banking relationships and manage existing relationships in order to grow portfolio Assets Under Management and Revenue
- Monitor clients’ portfolios on a regular basis to identify additional business opportunities and revenue growth potential
- Work closely with other HSBC departments, including Wealth and Personal Banking, Commercial Banking and Global Banking and Markets, to identify cross-selling opportunities and bring all of HSBC’s relevant products and services to our clients
- Work closely with internal credit advisors to provide bespoke lending solutions and grow lending balances
- Leverage HSBC’s channels, network and brand to pursue business development activities with a focus on International Private Wealth clients
- Ensure strict compliance with HSBC’s internal control standards, including areas of risk, regulatory compliance and financial crime compliance
To be successful you will need:
- 7+ years of relationship management experience, ideally in private banking, commercial banking or investment banking sectors
- Proven track record in client acquisition, asset gathering, asset growth and revenue generation
- Excellent communication and negotiation skills
- Attention to detail and the ability to think creatively and solve problems
- Excellent understanding of financial markets and wealth management products
- Strong focus on client servicing
- Speaks fluent English and Mandarin, Cantonese skills may be beneficial but not necessary