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Assistant Premier Relationship Manager role within HSBC International Wealth and Premier Banking (IWPB), serving customers from retail to ultra high net worth individuals. The role focuses on helping customers manage, protect and grow their wealth through borderless banking and world-class wealth management services.
Job Responsibility:
Support the achievement of Country AOP
Achieve agreed Key Performance Indicator 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 advice them on products and services
Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
Build a high personal and corporate profile in the community
Monitor and act on daily sales activity management information
Establish and agree client contact strategies in line with Group operating models
Maintain highest standard of excellence in client service across the team
Work with broader branch teams to ensure achievement of business performance measures
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 HBCN
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 and local languages
Attain appropriate professional and regulatory qualifications as required by market
Attain any internal standards as required by HBCN
Nice to have:
Understanding of business banking client segment and products and services
Leadership capabilities including understanding of regional Global Wealth strategy
Ability to set stretch goals and deliver with courage and tenacity
Ability to engage with colleagues and clients to deliver at pace
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