Job Description
HSBC is currently recruiting for the role of Premier Relationship Manager
to join our Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Maximize profit and achievement of the growth of Premier client’s portfolio
Achieve agreed KPI objectives by development of existing and new relationships
Drive Wealth referrals to accredited Financial Planning Manager
Work closely with Financial Planning Managers in portfolio deep dive sessions to identify client with potential for wealth business.
Accompany FPMs, if required, in meetings to discuss wealth needs.
Identify client protection needs and recommend appropriate solutions.
Drive JADE referrals
Build effective relationships with clients to retain and develop sustainable relationships
Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
Effective use of tools and information to drive client service delivery and WPB performance
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
Establish and agree client contact strategies in line with Group operating models
Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
Job Requirements
Bachelor's degree or equivalent experience
ICWIM Level 3 qualification (Not essential but preferred)
Minimum of three years proven and progressive financial services and/or wealth sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understanding of business banking client segment and products and services
Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Able to communicate well in English and local languages
