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Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction.
We are currently seeking a high calibre professional to join our team as a Premier Business Development Manager.
Principal Responsibilities
The role is a customer facing role with high opportunity and valuable customers who make a significant contribution to our WPB business.
Professionalism, customer focus and a broad understanding of the fundamentals of service sales and financial planning are critical to the success of the business. The role holder has a responsibility to prospect, acquire and upgrade existing HSBC customers to the Premier and Executive banking proposition and refer to RM / specialist areas where required. The framework for this being focused on the broader branch and direct teams to ensure achievement of the business performance measures and plan.
You will need to understand and deliver the standards of service quality required, maintaining published Service Level Agreements and Premier Standards. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goals. You are accountable for leading the customer ownership of this segment in the branch, assisting them to be wealth ready, and you need to ensure it is effectively run and managing to the Target Operating Model as defined by Group.
In delivering the business objectives you must also maintain the levels of operational integrity required by the Group, closely managing your individual performance. Contributing to 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 is an important part of the way you contribute to the business.
- Business Development Manager for our Premier Offshore market to achieve acquisition objectives
- Responsible for but not limited to self-sourcing of new customers, managing and growing relationships for acquisition and referrals of new customers for offshore banking platform
- Achieve agreed financial expectations on qualified client growth for HSBC International Premier clients
- Expand external network to maximize client growth opportunities
- Collaborate with HSBC locally and regionally to increase cross business and cross border referrals by engaging intragroup partners on a regular basis for top-of-mind awareness
- Manage and grow internal and external partnerships
- Develop relationships with Leads Generator (LG) to grow external referrals in Singapore and approved markets
- Responsible for onboarding of LGs in adherence to HSBC governance and control framework
- Develop, execute and participation in client growth strategies, events and campaigns
- Monitor and tracking results of campaigns/activities for replicating successes and learnings
- Engage prospects to share on HSBC Premier International Proposition and Marketing promotions
- Provide support and guidance to prospects on account opening journey and address any enquiries in relation to account opening
- Attend to prospects that may come to bank from various channels which include but does not limit to walk in, PWS, contact center and intra-group channels
- Ensure adherence to Anti-Money Laundering guidelines and proper conduct
- Ensure full compliance to onboarding guidelines and regulatory requirements including KYC, account opening and tools; end to end processes until warm hand over to RM
- Support customers with needs-based banking solutions to meet customers' short- and long-term financial banking needs, getting customers to be digital ready
- Direct prospects to WCO/IBC/Onboarding specialists for account opening wherever applicable
- Work closely with IBC/Onboarding specialists to ensure smooth account opening
- Drive clients’ wealth and digital readiness with tight engagements to encourage early funding and Internet/Mobile Banking registration
- Fulfil clients’ needs by making adequate referrals to intra-group for specific products or services
- Bachelor’s Degree holder with relevant experience or equivalent experience in a retail banking environment
- Driven with proven track record in sales related industry. Experience in financial related industry will be an added advantage
- Experience in engaging high net worth and/or International clients
- Strong sales orientation, networking and prospecting skills
- Good knowledge of Microsoft Office
- Possess strong interpersonal and communication skills
- Able to work independently and under minimal supervision
- Due to the need to interact with offshore clients, the ability to speak multiple languages will be a plus
To be considered for this role, the relevant rights to work in Singapore is required.
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Issued by The Hongkong and Shanghai Banking Corporation Limited.