Premier Direct Relationship Manager

Overview

• 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 aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs.
• We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth.
• Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.
• HSBC’s Premier team is instrumental in providing personalized services to Premier customers, promoting customer retention and Premier portfolio growth.
• A robust customer contact strategy and relationship building program combined with preeminent service generates greater levels of business written with each customer and greater levels of new business referrals both directly and indirectly from existing and potential Premier customers.
• The jobholder needs to have a good understanding of the bank’s standards and requirements to deliver high quality service and sales that are compliant in all aspects.
• In addition, he/she must always remain up-to-date on the market environment to respond professionally to the demands of our most sophisticated customers.
• In this role, you will:
• The jobholder is required to manage a portfolio of Premier customers assigned in accordance with their current value and potential growth.
• He/ She works as a relationship manager and is required to grow the assigned portfolio by building relationships through proactive contacts with the customers and delivery of customized Wealth solutions.
• Make extensive use of HSBC’s CRMS information and activity management tools to ensure effective delivery of the Premier Wealth solutions.
• To have meaningful interactions with Premier customers to engage, discover and recommend based on their needs.
• Put the customer at the heart of our business and deliver joined up services and solutions aligned to customer needs.
• To be open, connected, and dependable and act with courageous integrity at all times.
• Full compliance with internal policies, procedures and compliance requirements.
• To be successful in the role, you should meet the following requirements:
• Understanding of HSBC system, Hub CRMS, including cross business awareness is a plus.
• Previous experience in Retail service and sales - branch experience in HSBC or equivalent.
• Strong understanding of HSBC group across key business areas, including HSBC International Personal Banking Service and Offshore.
• Knowledge of core products, account opening systems and Customer Relationship Management system.
• Knowledge of appropriate Branch operational procedures.
• Knowledge of operational procedures related to the sale of insurance and investment products at HSBC.
• Money Laundering Awareness.
• Knowledge of regulatory and compliance issues as required locally.
• Comprehensive understanding of the Premier proposition and products, along with the ability to communicate these effectively to customers.
• Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
• Excellent interpersonal skills, including influencing and relationship building over the phone
• Excellent planning and organizational skills
• Excellent analytical and problem solving skills
• Accuracy – ability to get it right the first time
• Fluent in English
• A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE
• You’ll achieve more at 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.
• 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 Hong Kong and Shanghai Banking Corporation Limited.