Premier Relationship Officer

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.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.  International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

Principal accountabilities: 

Impact on the business

• Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
• Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity
• Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
• Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement

Clients/Stakeholders

• Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
• Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools
• Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact
• Maintains a basic understanding and technical knowledge of relevant products and services
• Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up

Leadership and teamwork

• Communicate effectively and works well with other teams within the Branch, Call Center, HTS, and other relevant partners that impact the client’s experience of HSBC; in order to ensure a consistent approach and application of Premier standards
• Efficiently manages time in order to support different PRMs concurrently
• Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes
• Delivering the firm - Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs.

Operational effectiveness and control

• Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements
• Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling
• Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls
• Achieve the operational standards for the business and work within agreed procedures and guidelines - displaying high levels of integrity at all times

Knowledge and experience/Qualifications

• Strong  interpersonal and empathy skills with strong decision making and ability to deliver
• Minimum of two years working in financial services industry
• Previous experience in Retail/Premier sales preferred
• Understanding of core products, Premier proposition, and familiar with retail and wealth product processes
• Undesrtanding of relationship management systems (CRM and RM Platform etc.)
• Solid knowledge of appropriate branch operational procedures
• Money Laundering Awareness Certificate held
• Knowledge of relevant regulatory governance in market
• Good knowledge of HSBC and personal banking
• Knowledge of the Bank’s lending systems such as CARM, CLM & Security Processing, when applicable to the markets
• Team player with collaborative skills
• Knowledge of local and Group compliance regulations
• Able to deliver the client experience and needs-based solutions through effective communication, influencing, and sales skills

You’ll achieve more when you join HSBC.

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Issued by The Hongkong and Shanghai Banking Corporation Limited