Senior Premier Relationship Manager (Onshore) - Wealth and Personal Banking
HSBC
Application
Details
Posted: 13-Sep-23
Location: Singapore, Singapore
Type: Full Time
Salary: Open
Internal Number: 20257514
Job description
Some careers open more doors than others.
If you???re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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.
HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.
We are currently seeking a high calibre professional to join our team as a Senior Premier Relationship Manager (Onshore).
Principal Responsibilities
Maintain customer service excellence, greeting and serving our customers in line with Branch Service Protocol expectations
Manage customer queries, issues, feedback and complaints with appropriate advice and in line with SLA expectations of Branch Service Protocol, Customer Complaints and other process SLAs as applicable
Adopt a needs-based approach to provide recommended solutions/referral for retail banking and general insurance products to meet customer's financial needs
Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
Provide premier clients with regular market updates, endeavoring to understand our clients??? financial needs and recommending appropriate wealth management products accordingly
Provide financial planning and advisory services aligning to clients??? needs and investment profile
Embarking on a proactive relationship management to strengthen and deepen relationship with existing customers, hence building a strong foundation for customer growth
Ensure coverage of all relationships through client???s engagement, risk profiling and financial planning
Understand customers??? banking and financial needs and recommend suitable solutions to meet these needs
Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
Fulfilling clients necessitates while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics
Deals with most problems independently and has some latitude to solve complex problems
Compliance, Risk & Control
Ensure that KYC/AML and other compliance norms are strictly adhere to
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm???s reputation and safeguarding the bank, its clients and assets by driving compliance with applicable laws, rules & regulations adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Customers /Stakeholders
Take ownership for the customer???s purpose of visit to HSBC and deliver an effective solution
Maintain highest standard of excellence in client service in line with Branch Service Protocol expectations
Meet SLAs for all processes where applicable
Improve customer experience by collating customer feedback, identifying deficiencies in any area eg. Operational, administrative, processes and competitiveness of products and services vis-??-vis the market
Improve customer experience in processes, systems, operations and administration without comprising on business risks by giving suggestions and feedback
Enhance competitiveness of products and services to relevant product teams by giving suggestions and feedback
Business Processes
Ensure that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
Requirements
The successful candidate has strong academic qualifications and over 3 years of work experience in Wealth Management with a proven track record of managing clients??? portfolio (Premier banking)
Strong understanding of financial markets and investment products
Strong interpersonal relationship skills to be able to work individually as well as to collaborate with stakeholders to meet the needs of these clients
Highly driven and possess the ability to succeed within a challenging environment
Outgoing disposition, well-equipped with good communication and interpersonal skills
Down to earth and resilient individual with an entrepreneurial and collaborative mindset who is able to work independently and in a strong team environment
Highly driven to excel and be able to thrive within a challenging environment by effectively recognizing customers' personal banking and wealth management needs
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regards to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis.
To be considered for this role, the relevant rights to work in Singapore is required.
You???ll achieve more when you join HSBC. www.hsbc.com/careers
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