Job Advert Details
Some Careers Grow Faster Than Others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with 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.
Our sector-focused Banking relationship managers provide a single coverage point for multi-national clients. With our global capabilities and footprint, vast expertise and local knowledge, our Banking teams connect clients to the products and services that meet their global financial needs.
We are currently seeking a high caliber professional to join our team as an Premier Relationship Officer in Makati Branch.

Role Purpose
The Job:
The jobholder’s primary responsibility is to assist Premier relationship managers (RMs) in sustaining and maintaining profitable client relationships. A Premier Relationship Officer will be assigned to assists RMs in handling their Premier clients in achieving the RM’s primary targets assigned based on Premier’s key strategic imperatives (i.e. expand the Premier client base, increase total Funds Under Management, produce asset sales, and generate a target level of income) through but not limited to delivering a superior level of customer service and personal attention.
Summary of Main Tasks and Responsibilities
  • By proactively contacting all the clients in the portfolio to ensure that they are satisfied with the products and services provided, as well as to establish meaningful long-term relationships 
  • Ensure service delivered adheres to Group Service Level Standards (e.g. customer waiting time, phone handling efficiency, response to customer complaints, etc.) 
  • Provide excellent account handling service and administrative support 
  • Able to handle difficult client situations, raising issues to upper management as appropriate, and recommending ways to resolve them 
  • By ensuring that client transactions and interactions meets all compliance/audit and sales quality standards (i.e. a/c opening and closing, booking of investments, follow up necessary documents) 
  • Able to proactively explain products and risk assessment in assisting client purchase of WMT products and assists in acquiring new clients by generating leads from existing clients referrals 
  • By attending the various sales, product, and technical skills training provided, passing the requisite accreditation exams, and displaying the minimum required skills/competencies for the PA’s 
  • By assisting RMs identifying clients’ financial goals and expectations in order to help clients select appropriate investment opportunities considering their risk-return profiles and investment portfolios.
  • Customer oriented skills 
  • Effective oral/written communication and problem solving skills 
  • Aptitude for numbers and computations 
  • Strong organisation skills 
  • Knows basic retail banking regulations 
  • Familiar with/ Ability to pick up quickly HSBC MNL Branch guidelines and policies

You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.
Recruiter name
Seth Banna
Recruiter email