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About the Role

HSBC Private Bank seeks a Junior Relationship Manager to expand its UK Private Banking franchise by acquiring and serving clients with a strong Asian nexus. The role focuses on High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, originating new business through an external network in Investment Assets Under Management (AUM), Lending, and Advisory.

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 by partnering 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, following KYC/CCR requirements, complying with UK regulatory standards and cross-border marketing guidelines, and promptly actioning audit/regulatory requests.

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.
• Organization and self-management to work effectively with remote supervision and meet demanding acquisition targets.
• Willingness to travel.

Skills

• Client acquisition
• Portfolio management
• External referral network development
• Financial markets knowledge
• Complex wealth solutions
• Lending
• Interpersonal skills
• Communication skills
• Organization
• Self-management

Location

• UK

Work Type

• Remote supervision

Experience Level

• Junior

Education Level

• UK FCA RDR Level 4 qualification (minimum) or equivalent

About the Company

• 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.

Equal Opportunity

• If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.