Public listing

AVP Premier Relationship Manager

HSBc
  • Experience10+ yrs
  • ListedPosted 7 hours ago
  • SourceSuccessfactors

Role overview

About the role

Description supplied by the original job listing.

Some careers open more doors than others
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Business Description
Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra-high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Private Banking and Insurance.
Role Purpose
We are currently seeking an experienced professional to join the Premier Banking team.
As a Premier Relationship Manager or Senior Premier Relationship Manager at HSBC, you will be at the forefront of our flagship "Premier Banking" offering, serving as a vital link to our high-net-worth individual (HNI) clients. Your primary responsibility is to cultivate and expand HSBC Premier relationships, aligning with business targets and strategic plans. You will act as a single point of contact for Premier customers, anticipating their needs and delivering comprehensive banking and financial advisory services. Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for wealth reviews, and providing tailored wealth solutions. Success in this role requires maintaining the highest standards of integrity, adhering to regulatory requirements, and fostering trust with both the bank and our clients.
Principal Responsibilities
Business Impact:
Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
Achieve financial targets through effective client engagement and service delivery.
Conduct regular client reviews to understand needs and recommend suitable products and services. Cross sell products.
Client Management:
Build and maintain strong client relationships to ensure retention and satisfaction. Need based selling.
Utilize client relationship management tools to keep client information accurate and up to date.
Develop strategies to increase wallet share and manage a prospect pipeline effectively.
Team Collaboration:
Work as part of an integrated branch management team to meet standards and deliver operating models.
Collaborate with colleagues across the business to support client needs and achieve performance measures.
Operational Excellence:
Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
Manage operational risk and adhere to sales quality requirements.
Attend mandatory training and report any unusual activities promptly.
Leadership & Development:

Skills
Wealth Management

Experience
10+ yrs

Skills from the listing

  • Wealth Management

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