Job description

Could you find your future in your present?

Register for our Information Sessions at grp.hsbc/awpevents to learn more about our new Accelerating Wealth Programme (AWP).

Through our new Accelerating Wealth Programme (AWP), we???re supporting employees from across the bank to become our Relationship Managers of the future.

The AWP prioritises transferable skills over experience and qualifications and enables colleagues from all lines of business and functions, to kick-start an exciting career in our fast growth Wealth business, irrespective of their professional background.

Building on your transferable skills, the AWP will support you to develop the wealth and client skills required to succeed as a Premier Relationship Manager. With the full support of the bank, you will gain the qualifications and develop the technical skills required for the role. On completion of the programme, you???ll be a qualified Relationship Manager, where you???ll be responsible for the highest value clients in our retail bank, playing a key role in helping them grow, manage and preserve their wealth.

You can find out more about the programme and the eligibility requirements at hsbc.com/awpcareers .

Come on this exciting journey with us and accelerate your future.

Principal responsibilities

Our Relationship Manager are trusted advisors to our clients. They are the face of HSBC, working with colleagues across the organisation to present products and solutions to meet their clients??? needs. They are skilled communicators who enjoy a sales role and work well under pressure. They pride themselves on high levels of service delivery and combine a keen interest in the financial markets with a desire to develop personal relationships. The principle responsibilities are:

• This is a client-facing role where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to your success.
• Working with your branch colleagues and direct teams, you???ll manage an active portfolio of Premier clients. You???ll regularly review your clients??? portfolios of financial products to ensure they are suitable to meet their needs and, by means of your proactive approach and ability to add value, secure their loyalty.
• You???ll upgrade existing HSBC clients to Premier and acquire new ones by understanding their financial needs and establishing yourself as a trusted advisor. Looking for opportunities to conduct wealth reviews with clients and delivering wealth solutions as an adviser are amongst the key activities required to achieve your goals (in line with local regulatory requirements).
• You???ll meet your client???s financial requirements by working with internal business partners (where applicable) and consistently delivering high standards of service quality.
• You???ll be accountable for the performance of your portfolio and will need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by HSBC Group.
• You???ll refer any non-qualified business to other teams as appropriate, following proposition protocol.
• You???ll ensure achievement of the business performance measures and plan (as defined by WPB).
• In delivering the business objectives you???ll maintain the levels of operational integrity required by HSBC Group, closely managing your individual and the collective performance of your wider team. You???ll create and maintain an environment and relationships where you and the wider Branch team maximise performance in achieving the WPB business objectives.

Requirements

Requirements

You will need to demonstrate the following transferable skills required for the role:

• Connectivity (Level 4 ??? Effective): Maximising the impact of building new and effective working relationships across international borders.
• Communicating with Impact (Level 4 ??? Effective): Applying the core principles that underpin all forms of communication.
• Growth Mindset (Level 4 ??? Effective): Growth mindset is the personal belief that skills and abilities can be developed through dedication and hard work. A growth mindset is viewing setbacks and failures as building blocks, feedback and insight for future success. Growth mindset is the belief of ???not yet.??? Through practice, overcoming challenges, and a focus on learning, goals can be obtained with a growth mindset.
• Data Literacy (Level 3 ??? Intermediate): Ability to interpret, understand and communicate data as information.
• Critical Thinking (Level 3 ??? Intermediate): Identifying how to break down complex problem or issue into smaller components, using right questioning techniques to identify root causes and arrive at solutions.
• Design Thinking (Level 2 ??? Capable): Ways of thinking outside the box, for e.g. introducing new and innovative ideas to solve a problem or bring in efficiency.

Eligibility

1. Right to work in Hong Kong (based on where you are applying for the role)
2. Fluency in English (Note: for Premier Relationship Manager roles in Hong Kong: English and Cantonese are required; Mandarin is desirable.)
3. Ensure you have the correct educational requirements to complete licensing examinations. Details of the eligibility requirements at hsbc.com/awpcareers

Reference:

Proficiency Levels

• Level 1: Beginner (You have general knowledge about some aspects of the Skill. You are beginning to learn the tools associated with your Skill and how to use them to complete simple, routine tasks. Your best work is in a structured environment with supervision, predetermined processes, and established criteria to judge output against.)
• Level 2: Capable (You have gained a working, fundamental knowledge of your skill. While you know there???s still plenty of information left to learn, you understand the basics. You can solve basic problems and complete tasks on your own but when a complex issue arises you most likely need some help.)
• Level 3: Intermediate (You have extended your knowledge beyond the fundamentals and into the theory of your Skill domain. You are comfortable using the tools of the trade as you continue to develop your technical Skills. You can work independently on new challenges, know enough to be self-critical, and know the difference between good and great work. You are also good at setting goals and measuring progress.)
• Level 4: Effective (You are a skilled practitioner that uses a broad range of methods to solve problems: From planning to execution. You can tackle specialized tasks and apply your Skills to complex problems that might require a new process or approach. You can work independently on complex projects, and when those projects are complete, you are able to look at your work and accurately evaluate whether it was successful or unsuccessful.)

You???ll achieve more at 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. HKAWP2023

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

#WPBCORE2023

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