Some careers have more impact than others.
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 ourcustomers 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 openingup 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, Global Private Banking and Insurance.
We are currently seeking an experienced professional to join our team in the role ofPremier Relationship Manager.
Principal Responsibilities:
The role is a customer facing role managing our highest value customers where professionalism, customer focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.The role holder has a responsibility to acquire, cross sell and retain a portfolio of Premier customers, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB).Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers.Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs.To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner.To understand and deliver the standards of service quality required maintaining published Service Level Agreements.Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group.Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service.The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal.The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organization as applied to the implementation of the WPB strategy in their country.