Premier Relationship Manager
2 weeks ago
- Job description
Some careers open more doors than others.
If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
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 Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth.
This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking a high calibre professional to join our team as aPremier Relationship Manager (Onshore).**
Principal Responsibilities
- Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectations
- Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicable
- Adopt a needsbased approach to provide recommended solutions/referral for retail banking and general insurance products to meet customer's financial needs
- Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
- Provide premier clients with regular market updates, endeavouring to understand our clients' financial needs and recommending appropriate wealth management products accordingly
- Provide financial planning and advisory services aligning to clients' needs and investment profile
- Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
- Ensure coverage of all relationships through client's engagement, risk profiling and financial planning
- Understand customers' banking and financial needs and recommend suitable solutions to meet these needs
- Demonstrate strong ability to selfsource, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
- Work closely and collaboratively with wealth corporate account manager to acquire EBS clients
- Fulfilling clients necessitates while providing an exceptional client experience is the expected behaviour from all our employees and it will be measured by specific metrics
- Respond to customers' queries on home loan and other international banking needs and refer them to the right channels as appropriate
- Ensure data entry and operational transactions are executed expeditiously, with mínimal errors and in compliance with audit and statutory guidelines
- Ensure that KYC/AML and other compliance norms are strictly adhere to
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy,
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