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Premier Banking Consultant

at HSBC

Mid LevelNo visa sponsorshipOther

Posted 14 hours ago

No clicks

Compensation: Not specified
City: Hong Kong
Country: China

**Primary Banking Consultant:** Drive offshore premier client relationships, managing portfolios and delivering personalized banking and wealth solutions. Collaborate across teams for holistic client solutions. **Requirements:** Proven experience in wealth management (5+ years). Strong relationship-building skills. Knowledge of banking products, investment, and insurance. Bilingual or multilingual appreciated.

In International Wealth and Premier Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking a high caliber professional to join our team as a Premier Banking Consultant.

In this role, you will:

Manage, retain and deepen relationships with an assigned portfolio of offshore Premier customers, building long-term engagement and sustainable relationship growth.
Proactively engage clients to understand their financial goals and deliver needs-based banking and wealth solutions across deposits, investments and insurance.
Collaborate with Wealth Management teams, including investment, insurance and treasury specialists, to structure holistic solutions and support end-to-end execution.
Drive portfolio growth through disciplined pipeline management to increase relationship balances, deepen wealth penetration and deliver Net New Money (NNM) and Assets Under Management (AUM) growth.
Execute a consistent client contact strategy with timely follow-ups and end-to-end ownership of customer outcomes.
Champion a Digital First approach, encouraging adoption of remote and digital channels while maintaining high-quality client engagement and need-based conversations.
Conduct portfolio reviews and KYC updates, ensuring strict adherence to Offshore Sales Processes, Cross Border Guidelines, suitability/appropriateness standards and internal Risk & Compliance requirements.
Provide regular market updates and conduct portfolio analysis to identify client needs and opportunities, leveraging strong product knowledge to deliver suitable solutions and improve portfolio quality.

To be successful you will need:

Bachelor’s degree or equivalent professional experience, with relevant experience in relationship management, client-facing sales or wealth/banking services and a proven track record of performance delivery and pipeline discipline.
Completion and passing of the required CFMAS examinations are required: RES1B / RES5 / CM-EIP / CM-SIP / M8 / M8A / M9 / M9A / CHI / BCP / PGI.
Strong knowledge of Premier Banking, financial markets and wealth products, with the ability to conduct meaningful client conversations and identify suitable banking and wealth opportunities.
Demonstrated ability to proactively manage and engage a client portfolio across multiple channels, identify opportunities, maintain consistent follow-through and take ownership of client outcomes.
Strong interpersonal, communication and problem-solving skills, with the ability to work independently and collaborate effectively with internal stakeholders, with sound knowledge of KYC, suitability/appropriateness, compliance, credit, risk management and cross-border requirements.
Strong command of Mandarin, with the need to effectively engage Mandarin-speaking clients.

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 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.

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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