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UHNW Relationship Manager (f/m/d) - Global Private Banking / France

PARIS, 75
il y a 1 jour

In this role you will:

  • The URM is responsible for leading, acquiring and growing profitable long‑term relationships with priority on HSBC clients resident in France, focusing on UHNW clients.
  • The URM holder is expected to have a strong network of relationships and connections and capable of using such connections and network to attract new UHNW clients.
  • The job holder will need to establish an understanding of clients’ needs, operating with the top decision makers within the client organization.
  • This URM will deliver innovative high‑value solutions across all product lines, gaining significant business and sustainable returns for the wider Group and provide client leadership to teams to support and deliver the full services of the bank and the Group based on an agreed client plan.

The tasks for this role will include some or all of the following:

  • Maintain ‘Trusted Advisor’ relationship and access at key decision‑maker level for assigned clients, with a proactive calling program with UHNW prospects and subsequently clients.
  • Coordinate origination and execution of activities across the spectrum of Global Private Bank products / services globally and offer Group solutions in conjunction with colleagues.
  • Originate business opportunities with other divisions (“Commercial Banking” and “Global Banking & Markets”).
  • Coordinate with investment advisors, credit specialists, wealth planners and product specialists.
  • Drive achievement against targets for revenue generation, product sales, customer satisfaction.
  • Combine client relationship management with strong risk assessment and management capabilities ensuring the required KYC quality.
  • Ensure pricing is aligned with bank value proposition and implemented correctly.
  • Identify liquidity events and financing opportunities, including working with client’s advisors.
  • Grow HSBC’s share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements.
  • Understand and ensure compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which the job holder is involved.
  • Lead by example through financial results with excellent corporate behavior.
  • Provide assistance to fellow Relationship Managers.
  • Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

Knowledge & Experience / Qualifications

  • Significant experience in Private Banking working with French Ultra High Net individuals and families or related fields within financial services.
  • Significant (ideally 5+ years) relationship management experience in private banking sector or investment banking with UHNW segment clients, ideally with French UHNW clients / families.
  • Proven track record in asset gathering, asset growth and revenue generation.
  • High‑level commercial negotiating skills.
  • Highly developed communication skills for use in direct client contact and problem solving.
  • Ability to provide strong financial and statistical analysis.
  • Great customer service‑oriented approach.
  • Attention to detail and ability to think creatively to solve problems.
  • Excellent understanding of financial markets and products.
  • Great oral & verbal communication skills in both French & English.

What you’ll get in return:

  • HSBC operates multiple variable pay plans to reward colleagues for their individual performance and contribution.
  • A comprehensive and competitive package of benefits covering usual healthcare, life assurance, pension, and family‑friendly leaves, as well as many other benefits to support your wellbeing.
  • Opportunities for career progression, including access to development programmes, through HSBC University and our Degreed platform.
  • Flexible working arrangements to suit you and your team.
  • Financial security benefits such as a company savings plan (PEE), savings plan for collective retirement, mutual insurance for you and your family, loyalty bonus, and a Time Savings Account to monetize untaken off days (CET).
  • Access to a Work Council offering ticketing, travel, sports, legal aid, Christmas vouchers, and summer break vouchers.
  • Family‑focused benefits such as family events days off (wedding, civil union…), additional maternity or breastfeeding leave, birth bonus, partial reimbursement of childcare costs, assistance to employees caring for a relative with disability.
  • Well‑being resources including yoga, sophrology, and a Mindfulness app.
  • International opportunities for career growth across HSBC offices worldwide.
  • A work environment that promotes Diversity & Inclusion, with opportunities to join Employee Resource Groups.
  • Standard local benefits in France such as a 50% refund of transport fees, 5 weeks of paid vacation & RTT, and meal voucher card or corporate restaurant depending on location.

If you have a need that requires accommodations or changes during the recruitment process, please let us know.

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Entreprise
HSBC
Plateforme de publication
WHATJOBS
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