Premier Relationship Manager RM1 Suzhou SUS 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 managers 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: 

• Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio


• Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs


• Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate


• Supporting branch improvement initiatives, providing customer feedback of our service and ensuring compliance with audit requirements and quality assurance

 

• 扩大卓越理财客户群，并与卓越理财客户建立长期关系


• 根据客户的财务需求提供合适的金融及投资产品服务，管理客户的财富


• 向潜在客户推广卓越理财服务，发掘他们的需求并且在适当的情况下推荐客户至其他业务部门


• 配合执行分行改进措施，反映客户的意见，并确保符合分行的运作要求和品质保证