Senior Premier Wealth Relationship Manager

Senior Premier Wealth Relationship Manager - 0000L869

Some careers grow faster than others.

If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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.

In this role, you will :

• Maximize profit and achievement of the growth of Premier client’s portfolio
• Achieve agreed KPI objectives 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 advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and IWPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand
• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group
• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Establish and agree client contact strategies in line with Group operating models
• Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date
• Build and maintain relationships with clients based on credibility, reliability and personal interest.
• Own the client relationship with HSBC and provide professional care and expert financial advice that results in clients considering HSBC their primary bank.
• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc. FIM, MENA Wealth Sales Procedure Manuals and Qatar Credit Policy Manual appropriate lending guidelines
• Comply with local regulatory requirements

Requirements

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