卓越理財 尊尚客戶關係協理 AVP Premier Elite Relationship Manager

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International Wealth and Premier Banking 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.

Purpose of the Job:

The role is a client facing role managing the HSBC relationship with Premier Elite customers where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder has a responsibility to acquire, develop and retain relationships with a portfolio of Top Tier Premier clients.

- Premier Elite RMs require exceptional ability to build trusting relationships with Premier Elite customers, help customers articulate their needs, and deliver to exceed customer expectations. Success requires getting to know customers on a personal and professional level to understand their short and long term financial goals. They will use deep understanding of the customer’s situation and external market knowledge to educate customers and provide financial advice which leads to highly individualised strategies aimed at wealth creation and capital preservation.

- Premier Elite RM is accountable for the performance of their portfolio and needs to ensure it is effectively run within the WPB Target Business Model (TBM) and delivers to Premier Elite segment as defined by HSBC Group.

Key responsibility of the Job:

- Maximize profit and achievement of the growth of Premier Elite portfolio.

- Achieve agreed KPI objectives by development of existing and new relationship.

- Build effective relationships with Premier Elite customers to retain and develop sustainable relationships.

- Complete regular review with clients to understand their current and long term needs and to educate clients and provide financial advice, which help them achieve their financial goals.

- Effective use of tools and information to deliver satisfied clients service and expected performance result.

- Maintain a minimum standard of qualifying Premier Elite customers within portfolio.

Skills Requirements:

• Evidence of strong sales results in wealth products and technical skills in wealth management. - Solid experience of maintaining relationship with high net worth clients. - Influencing and client-oriented communication skills.- Professional and regulatory qualifications as required by market. - Understanding of Group Wealth Strategy and the ability to plan own activities accordingly. - Ambitious about providing the highest standards of delivery to colleagues and clients. - Ambition of reaching stretch goals for self and ability to deliver these with courage and tenacity. - Making considered decisions that protect HSBC and the business.

License/Qualification Requirement:

• 信託業務人員投信投顧業務員
• 衍生性金融商品證照
• 人身保險業務員證照
• 投資型保險證照
• 人身保險業務員銷售外幣收付非投資型保險商品證照
• 金融市場常識與職業道德證照
• 外匯經辦人員
• 高齡客戶投保權益保障之相關課程 (2小時) 研習證明書