Premier Relationship Manager

3 weeks ago

Philippines HSBC Full time

Premier Relationship Manager – Cebu HSBC is hiring a Premier Relationship Manager for Cebu, Philippines. The role focuses on managing high-net-worth clients, delivering exceptional financial service, and driving business growth. In This Role, You Will Demonstrate excellent understanding of client needs, recommend appropriate products and services, and achieve closure of sales. Achieve agreed financial KPIs by developing existing and new relationships. Build effective relationships with clients to retain and develop sustainable relationships. Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline. Ensure consistent excellent, personalised service is delivered to Premier clients and contribute to the continuous improvement of the Bank’s processes and standards. Maintain an awareness of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group. Work as part of an integrated branch management team to ensure standards are met and operating models delivered to contribute to the successful implementation of the Premier and Wealth Management Strategy. Adhere to and be able to demonstrate adherence to controls. To Be Successful in This Role, You Should Meet the Following Requirements Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent. Evidence of strong sales results in insurance and investment products. Strong technical skills in wealth management. Relationship management experience with high-net-worth clients. Strong communication, client focus and influencing skills. Able to communicate well in English and local languages. 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. 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 an 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. #J-18808-Ljbffr

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