Senior Relationship Manager - Intermediary
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Junior Relationship Manager Private Bank UKHSBC Global Services Limited • London, GB
No longer accepting applications
Junior Relationship Manager Private Bank UK
HSBC Global Services Limited • London, GB
21 days ago
Job type
- Full-time
Job description
HSBC Private Bank is looking for a Junior Relationship Manager to help grow our UK Private Banking franchise through acquisition and coverage of clients with a strong Asian nexus. You’ll focus on HNW clients (typically USD 5m+ investable assets) and, where appropriate, UHNW clients (USD 50m+), originating new business primarily via your external network across Investment AUM, Lending and Advisory.
Key responsibilities
- Originate new business and grow revenue by increasing AUM and net new money (NNM) through your external referral network.
- Manage and develop client relationships, maintaining regular client contact and meetings.
- Support clients’ portfolio management: partner with Investment Specialists to deliver suitable portfolio allocation and ongoing reviews aligned to objectives and risk appetite.
- Identify and deliver lending opportunities with Credit Specialists, covering both secured and unsecured lending needs.
- Identify financial planning needs and introduce clients to the Wealth Planning team where appropriate.
- Maintain strong risk and control discipline: follow KYC/CCR requirements, comply with UK regulatory standards and cross-border marketing guidelines, and promptly action audit/regulatory requests.
Essential requirements
- Proven track record in Asian Private Banking client acquisition and portfolio management.
- Demonstrable success building and leveraging an external referral network to generate new-to-bank business.
- UK FCA RDR Level 4 qualification (minimum) or equivalent.
- Strong understanding of UK regulatory environment plus deep knowledge of financial markets and complex wealth solutions (including lending).
- Fluent spoken and written English and Mandarin or fluent spoken Cantonese.
- Strong interpersonal and communication skills, with the organisation and self-management to work effectively with remote supervision and meet demanding acquisition targets (including willingness to travel).
#LI-HSBC
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.
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Junior Relationship Manager Private Bank UK • London, GB
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