Premier Relationship Manager, Premier Direct

Some careers shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager – Premier Direct.

The Job:

• A client facing role that manages our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.
• Acquires, maintains close liaison with colleagues from other lines of business, business segments, products and services, and retains a portfolio of Premier clients working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by WPB).
• Reviews the portfolio regularly to identify business segment opportunities and embeds client loyalty by meeting their needs either directly or through other internal business partners.
• Refers non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality.
• Takes accountability for the performance of his or her portfolio, runs this in accordance with the Target Operating Model (TOM) as defined by HSBC Group.

Qualifications:

• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent.
• Evidence of strong sales results in insurance and investment products. Strong technical skills in wealth management.
• Relationship management experience with high net worth clients.
• Strong communication, client focus and influencing skills. Able to communicate well in English and local languages.
• 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.

You’ll achieve more when you join HSBC.

www.hsbc.com/careers

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Issued by Hong Kong and Shanghai Banking Corporation Limited Philippines.