Premier Relationship Officer

Some careers shine brighter than others.

If you’re looking for a career that will help you to stand out, join HSBC and fulfil your 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.

Wealth and Personal Banking (WPB) is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking a high calibre professional to join our team as an Premier Relationship Officer.

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

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

Understanding 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