Associate Director, Premier Elite (Onshore)

We are currently seeking a high calibre professional to join our team as an Associate Director, Premier Elite (Onshore).

In this role you will:

Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking High Net Worth premier clients

Demonstrate strong ability to self-source, develop new business by actively prospecting for new High Net Worth clients and referrals, and leveraging your existing network to generate New to Bank leads

Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly

Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions

Provide financial planning and advisory services aligning to High-Net-Worth clients’ needs and investment profile

Embarking on a proactive relationship management to strengthen, deepen and delight client’s relationship with existing customers, hence building a strong foundation for customer growth

Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs, providing an exceptional client experience in line with HSBC proposition requirements

To be successful you will need:

Strong academic qualifications and advance knowledge in Wealth Management with a proven track record of managing clients’ portfolio (Premier banking)

Strong understanding of financial markets and investment products

Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients

Outgoing disposition, well-equipped with good communication and interpersonal skills

Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment

Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs

The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.

Opening up a world of opportunity

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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