Premier Relationship Officer Position

6 days ago


Manila, National Capital Region, Philippines The Hongkong and Shanghai Banking Corporation Limited (HSBC) Full time
Job Overview

As a Premier Relationship Officer at The Hongkong and Shanghai Banking Corporation Limited, you will play a pivotal role in sustaining and maintaining profitable client relationships. Your primary responsibility will be to assist Premier Relationship Managers (RMs) in handling their Premier clients and achieving the RMs' primary targets.

Key Responsibilities
  1. Contact clients proactively to ensure they are satisfied with the products and services provided, as well as establish meaningful long-term relationships.
  2. Evaluate service delivery to adhere to Group Service Level Standards.
  3. Provide excellent account handling service and administrative support.
  4. Handle difficult client situations and raise issues to upper management as appropriate.
  5. Ensure client transactions and interactions meet compliance/audit and sales quality standards.
  6. Explain products and risk assessment to assist client purchase of Wealth Management Trust products.
  7. Attend sales, product, and technical skills training, pass accreditation exams, and display required skills/competencies.
  8. Assist RMs in identifying clients' financial goals and expectations to select investment opportunities considering risk-return profiles and investment portfolios.

Requirements
  1. Demonstrate customer-oriented skills.
  2. Effectively communicate orally and in writing, with problem-solving skills.
  3. Show aptitude for numbers and computations.
  4. Display strong organizational skills.
  5. Familiarize yourself with basic retail banking regulations.
  6. Able to quickly learn HSBC Manila Branch guidelines and policies.
  7. Possess a Bachelor's Degree.


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