Description
We are seeking an experienced professional to join the Premier Banking team as a VP Premier Plus Relationship Manager. You will serve as a vital link to our high-net-worth individual clients, cultivating and expanding HSBC Premier relationships, and delivering comprehensive banking and financial advisory services.
Principal Responsibilities:
- Maximize profit and growth of Premier client portfolios by developing new and existing relationships.
- Achieve financial targets through effective client engagement and service delivery.
- Conduct regular client reviews to understand needs and recommend suitable products and services.
- Build and maintain strong client relationships to ensure retention and satisfaction.
- Utilize client relationship management tools to keep client information accurate and up to date.
- Develop strategies to increase wallet share and manage a prospect pipeline effectively.
- Work as part of an integrated branch management team to meet standards and deliver operating models.
- Collaborate with colleagues across the business to support client needs and achieve performance measures.
- Ensure compliance with HSBC's policies, including KYC, AML, and sanctions guidelines.
- Manage operational risk and adhere to sales quality requirements.
- Support team members and contribute to a positive work environment.
Education Qualifications / Certifications and Requirements:
- Bachelor's degree or equivalent professional experience.
- More than 5 years of relevant experience in GCB 5.
- Demonstrated success and experience in Wealth products.
- Proven experience managing relationships with high-net-worth clients.
- Strong technical skills in wealth management.
- Excellent communication skills with a focus on client engagement and influence.
- Strong orientation towards sales, networking, and portfolio management.
- Comprehensive understanding of financial services products, services, and client relationship management systems.
- Familiarity with business banking client segments and related products and services.
- Possession of valid licences and accreditations in wealth management as required by local regulations.
- Ability to collaborate effectively with Compliance, Credit & Risk, and Internal Control teams to maintain a balanced risk environment.
- Proficient in English and local languages.
Additional Information:
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
- Familiarity with AI-enabled tools is an advantage.
This listing is enriched and indexed by YubHub. To apply, use the employer's original posting:
https://portal.careers.hsbc.com/careers/job/563774612393003