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Join our fast-growing Asia Wealth Management teams
Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as a Associate Director, HSBC Jade .
Maximize growth and profitability from the portfolio of HSBC Jade clients in the Special Category of Clients Segment
Achieve agreed financial and non financial Key Performance Indicators by enhancing existing and acquiring new Jade qualified relationships
Build effective relationships with HSBC Jade clients in the Special Category of Clients Segment to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current or long term needs and provide appropriate solutions on a reactive basis
Effective use of tools and information to drive client service delivery and performance
Build a high personal and corporate profile in the community in which you are based. Develop network of Internal and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Monitor and act on daily activity management information and other internal information tools
Establish and agree client contact strategies in line with Group operating models
Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
Bachelor's degree or equivalent qualifications.
Proven financial services and retail sales experience.
Strong relationship management experience with high net worth clients.
Strong technical skills in wealth management
Target driven, networking and portfolio management skills.
Sound knowledge of financial services products or services and the client relationship management system.
Sound knowledge of Enhanced Due Diligence and Know Your Customer requirements on High Net Worth and Special Category Clients.
Sound knowledge of Cross-border Guidelines pertaining to dealing with offshore clients
Attain appropriate professional and regulatory qualifications as required by market
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will requirements 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 regard 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. For more information about the enhanced vetting for this role please contact the recruiter for this role.
You'll achieve more when you join HSBC.
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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.
Internal Number: 5625581
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