Wealth and Personal Banking

Work style

Some careers have more impact than others

• If you are looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued
• In Wealth and Personal Banking, 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, Global Private Banking, Insurance, and Chief Operating Office
• We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager

Principal Responsibilities

• Be updated and gather a full understanding of the Premier Proposition including Global Service Standards and Premier International
• Develop a deep understanding of clients’ financial needs, objectives and risk appetite to offer innovative wealth management solutions
• Has to be self-motivated to ensure that the service standards expected for Premier customers are maintained on a consistent basis
• Cross sell banks personal banking products and services including insurance and wealth products
• Apply knowledge on compliance and controls to safeguard the bank from potential loss
• Ensure that the Global Premier Brand and its promises are delivered at all times
• Actively bring in new customers and maintain a profitable portfolio while maintaining a NPS score of 60 across all customer relationships
• Ensure higher wallet share with HSBC and maintain the required cross sell ratio
• Manage a portfolio in excess of 400 Premier customer relationships with over 15million balances and ensure continuous growth

Requirements

• Excellent relationship management skills
• Customer driven with a strong focus on quality of service
• A clear understanding of how value is created within the Premier segment, both for customers and the bank
• Ability to develop and retain extensive knowledge including financial planning knowledge required to provide a world class relationship management service to the bank’s most valuable personal customers
• Be able to work independently and under pressure, be organized and pay attention to detail
• Build respect through fostering honest two-way communication
• Lead by example and ensure discipline/professionalism at all times
• Be sincere and take responsibility for your actions
• Have a positive 'can do' attitude in accomplishing all tasks and goals set
• When applying, please submit a full resume. In the event you are shortlisted, please note that interviews will be scheduled within a day from cut off date

You will achieve more at HSBC

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