What are the responsibilities and job description for the Private Banking Relationship Executive position at HSBC Group?
We're seeking a Private Banking Relationship Executive to join our team at HSBC. As a Private Banking Relationship Executive, you'll be responsible for providing financial solutions and opportunities to your portfolio of clients, building deep, long-lasting, and mutually valuable relationships.
You'll work closely with service teams to build meaningful relationships with high-value clients, delivering needs-based solutions through effective communication, influencing, and sales skills. Strong business development skills to work with outside COI to develop self-sourced business are essential.
Experience in non-traditional banking financial sales, providing client recommendations, and increasing sales is essential. Expert knowledge in wealth planning and wealth products, macroeconomics/microeconomics/local market developments, and external regulatory framework relevant to wealth management is also required.
HSBC offers a competitive pay package, a robust Wellness Hub, and a welcoming, diverse, and inclusive work environment. You'll be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and comprehensive Sustainability and Climate Change Initiatives.