Premier Relationship Manager

Some career choices have more impact than others.

At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities and the planet we all share.

As an HSBC employee in Australia, you’ll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits. These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our 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 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 key areas of operations include Retail Banking and Wealth Management, Asset Management and Global Private Banking.

Premier Relationship Manager is a client facing role managing a portfolio of clients responsible for acquiring, developing and retaining relationships with Premier and Managed clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan. This will be achieved by active management of a portfolio of Premier and Managed clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them.  It will also entail reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients’ needs and embed client loyalty by meeting their needs either directly or through other internal business partners.

Responsibilities:

• Maximize profit and achievement of the growth of Premier and Managed clients’ portfolio.
• Achieve agreed KPI objectives by development of existing and new relationships.
• Build effective relationships with clients to retain and develop sustainable relationships.
• Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
• Effective use of tools and information to drive client service delivery and performance.
• Maintain a minimum standard of qualifying Premier and Managed clients within portfolio as stated by Group.
• Build a high personal and corporate profile in the community in which you are based. 
• Develop a network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
• 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.
   

Requirements:

• Bachelor's degree or relevant experience in Lending / Customer Relationship Management and or demonstrated outstanding performance in Premier Relationship Manager Junior Role.
• Evidence of strong sales results.
• Relationship management experience.
• Sound Knowledge of Financial Planning.
• Strong communication, client focus and influencing skills.
• Strong sales orientation, networking and portfolio management skills.
• Sound knowledge of financial services products and services and the client relationship management system.
• Understanding of business banking client segment and products and services.
• Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
• Able to communicate well in English and local languages.
• Demonstration of required AML and Sanctions knowledge through attendance at the one-day instructor-led training course and successful completion of the related post-course assessment.
   

Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.

We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done. Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment. Applications from First Nations peoples are encouraged.

Learn more about careers at HSBC Australia –  https://www.hsbc.com/careers/where-we-hire/australia

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 HSBC Bank Australia Limited.  Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels.