Job description
Senior Premier Wealth Relationship Manager - 0000L869
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.
The role is a client facing role managing 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. The role holder has a responsibility to acquire, develop and retain relationships with Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by IWPB).
We are currently seeking an ambitious individual to join our Intl Wealth and Personal Banking team, working together with colleagues to define, manage and achieve divisional business targets.
In this role, you will:
• Maximize profit and achievement of the growth of Premier client’s portfolio
• Achieve agreed KPI objectives by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and IWPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Establish and agree client contact strategies in line with Group operating models
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
• Build and maintain relationships with clients based on credibility, reliability and personal interest.
• Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.
• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc. FIM, MENA Wealth Sales Procedure Manuals and Qatar Credit Policy Manual appropriate lending guidelines
• Comply with local regulatory requirements
Requirements
To be successful in the role, you should meet the following requirements:
• Bachelor's degree or equivalent experience
• 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
• Relationship management experience with high-net-worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• 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
• Able to communicate well in English
• CISI level 3 is mandatory.
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.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way
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Issued by The Hong Kong and Shanghai Banking Corporation Limited.