Monday , May 27 2024

HSBC Bank Jobs – Senior Premier Relationship Officer

Website HSBC

Job Description:

The Securities Licensed Sr. Premier Relationship Officer (Sr. PRO) provides sales support to registered securities representatives as well as an ability to enter trade orders on accounts. The licensed Sr. PRO has a strong understanding of the brokerage industry, trading operations and HSI’s (HSBC Securities Inc. USA) brokerage products. Work is often performed under the direction of registered securities representatives. This role is a part of the Jade and Wealth relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Wealth clients and increase Financial Consultant’s client facing time. The Sr. PRO provides dedicated support to assigned Financial Consultants in the delivery of service and support activities, as well as in the day to day contact of clients, in turn allowing the Financial Consultants to focus on their broader overall goals of covering acquisition, cross sales, retention, and growth of their portfolios. The role is not expected to provide securities recommendations to clients.

Job Responsibilities:

  • Strong knowledge of the Financial Consultant’s portfolio of clients with the support of CRMS and analytical tools.
  • Provide clients with an outstanding service proposition based on professional relationship management and outstanding service, adhering to global service standards.
  • Meet client expectations in terms of efficiency, accuracy, timeliness, professionalism, and enthusiasm.
  • Support the Financial Consultant in the day to day activity of meeting client needs and achieving their KPI’s.
  • Generate and analyze specialized reports on sales activities as well as analytical and administrative support for the Financial Consultant.
  • Maintains a working understanding and technical knowledge of relevant products and services.
  • Proactively responds to client in face-to-face and/or telephone settings, updating client profile screens with details of client contact.
  • Actively contact and engage Jade and Wealth clients in meaningful conversations for the portfolio’s of Financial Consultants supported.

Job Requirements:

  • Knowledge of brokerage products and services, operations supporting them and pertinent regulations affecting their delivery.
  • Strong interpersonal and responsiveness skills with good decision making and ability to deliver.
  • Series 7, 63 and life and health insurance licenses required. Must be registered or obtain approval for registration with the necessary States where registered representative will be conducting business.
  • Understanding of core products, Premier proposition, and familiar with retail and wealth product processes.
  • Minimum of three years working in financial services industry.
  • Previous experience in Retail/Premier Bank sales preferred.

Job Details:

Company: HSBC

Vacancy Type: Full Time

Job Location: Manchester, NH, US

Application Deadline: N/A

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