Sunday , May 19 2024

HSBC Bank Job Openings – Premier Relationship Manager

Website HSBC

Job Description:

The Premier Relationship Manager (PRM) will identify and refer wealth solutions to Premier Relationship Advisors and Premier Wealth Advisors to best meet the client’s needs. The identification and referral of opportunities for wealth reviews and solutions are amongst the key activities to achieve goals and in compliance with local regulatory requirements.

Job Responsibilities:

  • Excludes the sales of Consumer Mortgage Products; refer to other specialized product areas, such as Consumer Mortgage, as required.
  • Regularly meet with clients to understand and analyze their current and long term needs and help them achieve their goals.
  • Maximize profit and achievement of the growth of Premier client’s portfolio.
  • Effective use of tools and information to drive client service delivery and RBWM performance.
  • Through disciplined portfolio management, develop strategies to increase wallet share of existing clients and actively manage a prospect pipeline.
  • Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
  • Develop existing and new relationships and build effective relationships with clients to retain and develop sustainable relationships.
  • Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of sales – this excludes the sales of investment and insurance products; refer to Premier Relationship Advisors and Premier Wealth Advisors.

Job Requirements:

  • Client Skills
  • Excellent relationship management and people management skills
  • Communicating & influencing
  • Portfolio management
  • Business Acumen
  • A strong sense of ownership, responsibility and accountability.
  • Client focus
  • Client driven with a strong focus on quality of service
  • Strong interpersonal communication skills
  • Excellent understanding of financial planning, wealth management and understanding client need
  • Ability to use customer relationship management systems.
  • Understanding of business banking customer segment and products and services appropriate to compliment Premier
  • Analysis and Advice
  • An excellent understanding of financial planning, wealth management and understanding client needs.

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Fresno, CA, US

Application Deadline: N/A

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