HSBC | Premier Relationship Manager (Onshore) - Wealth and Personal Banking
Job details
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. In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office. We are currently seeking a high calibre professional to join our team as a Premier Relationship Manager (Onshore). Principal Responsibilities Focus on nurturing and activating a portfolio of clients to fund up to Premier Balance. Encourage and educate clients to adopt a Digital First approach with focus on minimizing in-branch activities while transitioning to digital and remote channels for low-value activities. Work closely with other members of the Wealth Management team, such as investment, insurance, and treasury specialists to provide holistic solutions to our onshore banking premier clients. Provide premier clients with regular market updates, understanding their financial needs and recommending appropriate wealth management products accordingly. Provide financial planning and advisory services aligning to clients’ needs and investment profile. Engage in proactive relationship management to strengthen and deepen relationships with existing customers, building a strong foundation for customer growth. Ensure coverage of all relationships through client engagement, risk profiling, and financial planning. Understand customers’ banking and financial needs and recommend suitable solutions to meet these needs. Fulfilling clients' needs while providing an exceptional client experience is expected behavior from all employees, measured by specific metrics. Compliance, Risk & Control Ensure that KYC/AML and other compliance norms are strictly adhered to. Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding the bank, its clients, and assets by driving compliance with applicable laws, rules & regulations, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency. #J-18808-Ljbffr
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