Branch VRM Shanghai HKP Sub-branch HSBC China


 

Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.


We are currently seeking an experienced professional to join our team.

In this role, you will:
    • Portfolio Growth via Sophisticated WEM Capabilities.

    • Wealth Needs Fulfillment.

    • Global Standards maintenance.

    • Maximising growth in their portfolio and achieving the WPB plan/metrics

    • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources.

    • Compliance with the relevant Group standards including GHQ and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

    • Total TCR of the portfolio

    • The job holder operates within the approved operating and strategic plan process to develop the WPB business.
Requirements
To be successful in the role, you should meet the following requirements:

  • DescriptionIn this role, you will:



    • Portfolio Growth via Sophisticated WEM Capabilities.

    • Wealth Needs Fulfillment.

    • Global Standards maintenance.

    • Maximising growth in their portfolio and achieving the WPB plan/metrics

    • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximising all available resources.

    • Compliance with the relevant Group standards including GHQ and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

    • Total TCR of the portfolio

    • The job holder operates within the approved operating and strategic plan process to develop the WPB business.

    Qualifications - External
    To be successful in the role, you should meet the following requirements:



    • Attain appropriate professional and regulatory qualifications as required by market

    • Attain any internal standards as required by country




    1. Knowledge & Experience



    • Bachelor's degree or equivalent experience

    • Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent

    • Evidence of strong sales results in insurance and investment products

    • Relationship management experience with high net worth clients

    • Strong technical skills in wealth management

    • Strong communication, client focus and influencing skills

    • Strong sales orientation, networking and portfolio management skills

    • Sound knowledge of financial services products and services and the client relationship management system

    • Understanding of business banking client segment and products and services

    • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by HBCN

    • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

    • Able to communicate well in English and local languages




    2. Accreditations



    • Attain appropriate professional and regulatory qualifications as required by market

    • Attain any internal standards as required by HBCN




    3. Leadership Capabilities



    • Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly

    • Be ambitious about providing the highest standards of delivery to colleagues and clients

    • Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity

    • Be authentic and show ability to engage with colleagues and clients to deliver at pace

    • Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses




    4. Global Wealth Management - Relationship Manager Technical Capabilities (refer to PRM Capability Framework for more details)



    Technical Capabilities

    Client Skills

    • Client focus

    • Sales orientation

    • Portfolio management

    • Communicating & influencing




    Business Acumen

    • Marketplace knowledge

    • Business understanding




    Solutions

    • Premier products and services

    • HSBC services and propositions




    Processes

    • Risk and compliance

    • Business processes

    • Tools and systems

You’ll achieve more when you join HSBC.


www.hsbc.com.cn/careers

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 and 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./FF|

Issued by HSBC Bank (China) Company Limited


 

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