Relationship Manager

About Us: HSBC is a leading global bank, providing a wide range of financial services to millions of customers. We are committed to helping our clients manage their wealth effectively, and we're looking for a skilled Wealth Management Advisor to join our team and make a significant impact. Job Description: At HSBC a relationship manager nurtures relationships by building trust through regular communication, transparency, reliability, and consistent delivery of high-quality services. By understanding their clients’ evolving needs and challenges, relationship managers can expand relationships by offering personalised solutions tailored to the specific requirements and preferences of each client. Anticipating and addressing issues before they escalate, demonstrating proactive approach to problem solving, strategic planning, networking and actively seeking feedback to enhance and strengthen overall relationship can not only nurture relationships but also contribute to the retention and expansion of client relationships and drive business growth. Key Responsibilities: Analysing internal and external sales data to find trends and patterns Using data to prepare sales forecasts Creating sales reports Tracking performance metrics and key performance indicators (KPIs) Working closely with the sales and marketing teams Working with stakeholders to understand sales objectives Monitoring pricing strategies Providing actionable insights for data-driven decision-making Qualifications and Skills: Client Relationship Management: Strong ability to build and sustain long-term client relationships, offering tailored financial solutions. Financial Planning: Expertise in developing and implementing comprehensive financial plans. Investment Knowledge: Deep understanding of investment products, market trends, and economic factors that influence financial decisions. Analytical Thinking: Ability to analyse complex financial data and provide clear, actionable advice. Communication Skills: Excellent verbal and written communication skills, with the ability to explain financial concepts in a clear and concise manner. Compliance Awareness: Strong knowledge of regulatory requirements and a commitment to adhering to industry standards. Sales Acumen: Proven ability to identify and capitalize on new business opportunities. Technological Proficiency: Familiarity with financial planning software and tools, with the ability to create detailed financial reports. Highlighted Skills: Banking and Finance Community services Civil services Real estate and construction Information technology Healthcare Marketing Application Process: If you are a motivated and experienced Wealth Management professional looking to take your career to the next level with HSBC UK, we encourage you to apply. Please submit your CV and cover letter outlining your suitability for the role. HSBC UK is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. You’ll achieve more when you join Hang Seng. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. 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 Hang Seng Bank (China) Limited