Premier Relationship Mgr I

Key Accountabilities / Impact on Business

• The main roles of the job holder ensure the successful implementation of business strategies and WPB’s profitability through achievement of customer retention, growth of high value targeted customers, business goals of the branch and customer satisfaction as well as to support the implementation of all Global Standard and AML related activities / initiatives.
• Contribute to the Bank’s sales and service goals and profitability by proactively growing the customer portfolio through activity, pipeline and portfolio management to achieve the pre -set KPI..
• Manage existing relationship with those high-net-worth customers by obtaining net new funds and develop new relationships from clients.
• Acquire new Premier relationship and manage all aspects of a portfolio of Premier customer relationships.
• Comply with Global Standards and anti-financial crime activities requirement.  observe Group Compliance Policy and maintain awareness of operational & sanction risk and minimize the likelihood of it occurring.
• Support and complete the CDD/EDD/RFI related reviews and documentations with good quality and critical thinkings.
• High attention to Customer Experience to ensure we become a truly customer centric organization.
• Enhance the sales capacity through effective use of branch resources and proactive sales activity management.
• Coach, develop and inspire the teams to exceed goals and exceed customer expectations.
• To contribute the continuous improvement of the Bank’s service & sales processes and standards.
• To support Branch improvement initiatives, providing customer feedback of our service and sales offering, and ensuring compliance with statutory/audit requirements and sales quality assurance.

 Experience, Skills and Qualification

• 2-3 years banking experience
• Customer service focused mindset
• Possess good knowledge of WPB products including general banking insurance through internal accreditation and external regulatory requirement (AMCM) to obtain Insurance License
• Good selling and presentation skills
• Fluent in spoken and written in English, Chinese and Putonghua
• Good communication and interpersonal skills

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 and inclusive and diverse environment. 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 Hongkong and Shanghai Banking Corporation Limited.