Intra Group Referral Specialist - Global Private Banking

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • HSBC
  • 18 Jul 18 2018-07-18

Intra Group Referral Specialist - Global Private Banking

Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.

HSBC Private Bank seeks to be the leading international private bank for business owners and their families. It provides clients with wealth, business and family succession solutions in the largest and fastest growing markets around the world. At HSBC Private Bank, we put our clients at the centre of everything we do.

We are currently seeking a high caliber professional to join our team as Intra Group Referral Specialist.

Principal responsibilities

  • Develop strong relationship between other business groups, including Retail Banking Wealth Management, Commercial Bank, Global Banking and Global Private Banking in Asia Pacific Region to drive intragroup business development and collaboration strategy
  • Acquire Net New Money for Private Banking as a result of referrals from other customer groups
  • Become subject matter expert and central point of contact for Relationship Managers in other business groups for Private Bank services, and for Relationship Managers in Private Banking in relation to collaboration with other customer groups
  • Input, track and update referral and collaboration data, analyse and produce reports to customer groups in timely and accurate manner
  • Handle enquiries from Private Banking colleagues and customer groups
  • Provide administrative support to the team
  • Coordinate and contribute jointly with Relationship Managers on both Private Banking and other business groups with focus on Retail Banking Wealth Management to ongoing dialogue with clients in order to deepen client relationship, and to identify solutions for the clients and opportunities for revenue growth for HSBC
  • Work closely with collaboration teams and customer groups to achieve goals set by the Group
  • Ensure retained business meets Global Private Banking segmentation and target market requirements

  • University graduate with solid industry experience, and additional professional qualifications in Finance or Investment discipline will be a plus
  • Good knowledge of HSBC Private Banking and Private Wealth Solution proposition
  • Skilled at managing internal relationships across business lines
  • Excellent verbal and written communication skills, and the ability to confidently and effectively present ideas internally and externally
  • Demonstrate courageous integrity and ability to challenge existing and new practices
  • Exhibit HSBC values by being dependable, open, and connected, and by doing the right things for the customers
  • Team player with good stakeholder management skills, and the ability to build and lead the business development team

You'll achieve more when you join HSBC.

Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.

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.