Senior Premier Wealth Relationship Manager

Senior Premier Wealth Relationship Manager

Senior Premier Wealth Relationship Manager – responsible for managing the most valuable clients, ensuring professional service and achieving business performance measures.

Responsibilities

• Maximize profit and growth of Premier clients’ portfolios.
• Achieve agreed KPI objectives by developing existing and new relationships.
• Build and maintain effective relationships with clients to retain and develop sustainable relationships.
• Conduct regular reviews with clients to understand current and long‑term needs and advise on products and services that help them achieve their goals.
• Use tools and information to drive client service delivery and IWPB performance.
• Maintain a minimum standard of qualifying Premier clients within the portfolio as stated by Group.
• Build a personal and corporate profile in the community, develop a network of Group and external professional contacts to introduce new business, enhance technical knowledge and promote the brand.
• Monitor and act on daily sales activity management information and other internal tools, coaching the wider branch team in support of business goals.
• Maintain deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere to provide best solutions and maximize revenues.
• Ensure sales and 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.
• Work as part of an integrated branch management team to ensure standards are met and operating models delivered.
• Ensure compliance with local regulatory requirements.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum of three years proven and progressive financial services and/ or retail sales experience.
• 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 the client relationship management system.
• Understanding of business banking client segment and products and services.
• Valid licenses with accreditation on wealth management and required qualification as per local regulatory and license requirements.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Ability to communicate well in English.
• CISI level 3 is mandatory.

EEO Statement

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.