Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB)
is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra- high- net- worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
We are currently seeking a high calibre professional to join our team as an
Premier Relationship Officer.
Principal accountabilities:
Impact on the business
Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand- off to the correct channels where appropriate, and managing key event reminders to maintain active client contact
Reduce the time spent on process and administrative tasks by PRM to increase PRM’s capacity
Provide high quality sales support to a team of PRMs mainly focused on getting appointment for PRMs and supporting PRMs in servicing their clients
Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement
Clients/Stakeholders
Proactively responds to client in face- to- face and/or telephone settings, updating client profile screens with details of client contact
Has strong knowledge of the PRM’s portfolio of clients with the support of CRMS and analytical tools
Handle client’s enquiries relating to the PRM’s portfolio in a positive, timely, and appropriate manner. Aim to resolve the customer’s queries at the first point of contact and minimise referrals to the PRM for routine transactions.
Support PRMs to execute suitable solutions for product areas responsible for with clients to fulfill their needs and ensure efficient follow up
Maintains a basic understanding and technical knowledge of relevant products and services
Leadership and teamwork
Efficiently manages time in order to support different PRMs concurrently
Proactively identifies opportunities/issues and provides feedback to branch management and HTS to improve products and service processes
Delivering the firm- Put the client at the heart of our business and deliver joined up services and solutions aligned to customer needs
Communicate effectively and works well with other teams within the Branch, Call Center, HTS, and other relevant partners that impact the client’s experience of HSBC; in order to ensure a consistent approach and application of Premier standards
Operational effectiveness and control
Adhere to all relevant processes and procedures of the Group Compliance Policy and internal controls
Achieve the operational standards for the business and work within agreed procedures and guidelines- displaying high levels of integrity at all times
Comply with local regulations in all aspects of strategy, sales processes, client correspondence, financial promotions, administration, and complaint handling
Ensure all processes and procedures are accurate and in accordance with HSBC Bank policy standards and regulatory requirements
