Job Description

Wealth and Premier Banking leverages HSBC’s global retail banking expertise and wealth management capabilities to deliver a broad range of world-class retail banking solutions to millions of customers. Driving for growth in key markets around the world, the business comprises areas such as retail banking, wealth management, insurance and asset management, with a focus on customer-centric propositions and innovative and efficient distribution channels that will differentiate our customer experience and deliver market leading retail banking and wealth management solutions.

HSBC Private Bank provides personal relationship management including integrated banking, investment and wealth advisory services to high-net-worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new opportunities for our clients to manage and protect their wealth. As a leading international private bank, HSBC Private Bank has the connections to provide the very best of what the HSBC Group has to offer.

• People responsibility: N
• Report to: SVP Private Banking, Desk Hea
• Job Content:
  • Client-oriented professional to proactively manage a complex portfolio of clients, becoming a trusted advisor to lead strategic dialogues with clients at a portfolio level through the understanding of specific business requirements and delivering creative and flexible customer solutions
  • By understanding client financial needs and the creditability in the market, closely monitoring the market trend and loan outstanding to ensure the facilities are properly utilized
  • Through operational risks identification, assessment, mitigation and control, loss identification and reporting, rectification of the results of risk events, controls the operational risk adequately and in a cost-effective manner

Skills Requirements:

• University graduates, MBA is preferred
• Strong and extensive proven track record in wealth management
• Good client relationships with client base
• Good communication and presentation skills

License/Qualification Requirement :

License qualification is required within 3 months of the employment– 1)信託業業務人員Trust Level 4 (L4) , 2) Finance Sense & Ethics (FSE), and 3) 外匯衍生性商品或衍生性金融商品推介工作經辦及相關管理人員(SPS), 4) 證券投資信託事業或證券投資顧問事業業務人員(SITE/SICE)