Job Description

Description

 


  • Lead, coach and day to day oversight for team of relationship managers and foster a team environment within the Global Private Bank

  • Coordination with PBSG Desk Head to manage Sales & Supervisory responsibilities.

  • Manage and develop client portfolios, establish new client relationships and ensure appropriate administrative support

  • Partner with relationship managers to cultivate and deepen relationships with top clients and high potential prospects

  • Identify event driven opportunities on an opportunistic basis, bringing in sector or country expertise as appropriate, working closely and proactively with other teams

  • Supervise the activities of the team to ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business

  • Provide full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services

  • Co-operate with platform manager to clear pending items, improve quality and resolve problems

  • Increase AUM   of portfolio and inflows of net new money (NNM), achieve revenue   growth by leveraging brand, channels and Relationship Manager (RM) network

  • Maintain regular client contact, ensure they are aware of risk levels and that client objectives are met through an appropriate selection of products

  • Research account and transaction records to resolve basic discrepancies, answer questions, or provide documentation on client activities

  • Provide coaching and guidance to other RM’s and create opportunities to develop their knowledge and experience level

  • Provide assistance to fellow RMs and lead by example by exhibiting behavior consistent with HSBC values

  • Works closely with other departments to maintain HSBC internal control standards, including timely implementation of audit points together with any issues raised by external regulators


 

Qualifications

 

  • Extensive experience in managing a team of relationship managers, preferably in the Private Banking or Commercial Banking domains

  • Strong relationship management experience in the banking sector

  • Proven track record in asset gathering, asset growth and revenue generation

  • Excellent understanding of financial markets and products

  • Entrepreneurship spirit, self-starter, independent with good communication and leadership skills

  • Ability to self-manage competing demands in a dynamic environment

  • Team player and high achiever with a positive attitude

  • Solid understanding of risk management requirements in the banking industry

  • Well-developed communication skills which enable direct client contact and problem solving

  • Strong customer service focus

 

Job Field

  :   Private Banking

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