Premier Relationship Manager

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HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Premier Relationship Manager - Cebu Branch.

The role is a client facing role managing our highest value clients where professionalism, client focus and a broad understanding of the fundamentals of financial planning are critical to the success of the business.

The role holder has a responsibility to acquire, have close liaison with colleagues from other lines of business and retain a portfolio of Premier clients, working with the broader branch and direct teams to ensure achievement of the business performance measures and plan (as defined by International Wealth and Premier Banking). This will be achieved by active management of a portfolio of Premier clients, acquiring new HSBC clients and upgrading existing clients through becoming the trusted advisor to them.

It will also entail reviewing the portfolio regularly to identify business segments opportunities and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives, the role holder will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service quality. The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goals.

In delivering the business objectives the role holder must also:

• Maintain the levels of operational integrity required by the Group
• Closely manage individual performance
• Contribute to and maintain an environment where the wider Branch team is able to maximize performance in order to achieve the Wealth and Personal Banking business objectives whilst providing the highest quality service
• Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets

The role holder is accountable for the performance of his or her portfolio. In addition, the role holder needs to ensure it is effectively run according to the Target Operating Model (TOM) as defined by HSBC Group.

In this role, you will:

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial goals by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and to advice them on the products and services that help them achieve their goals
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Monitor and act on daily sales activity management information and other internal information tools
• Establish and agree client contact strategies in line with Group operating models
• Fully utilize Client Relationship Management data, ensuring all client information is complete and kept up to date

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.

Candidate with less relevant experience or skills may be offered a lower Global Career Band level than stated above.

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.

You'll achieve more when you join HSBC.

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.