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If youre looking for a career that will help you stand out join HSBC and fulfill your 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
HSBC aims to be the international bank of choice for affluent customers supporting their domestic and international banking and holistic wealth management needs. We help 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 support individuals families business owners investors and entrepreneurs around the world.
This role is a part of the Premier relationship team and a key relationship support role created to provide an outstanding customer experience to the valuable Premier clients and increase Premier Wealth Relationship Managers (PWRMs) client facing time. The role provides dedicated support to a team of Premier Wealth Relationship Managers (PWRM) in the overall achievement of their KPIs covering activity management client satisfaction sales quality acquisition Recurring Income and Total Client Relationship growth of their portfolios).
In this role you will:
- Provide high quality sales support to a team of PWRMs mainly focused on getting appointment for PWRMs and supporting PWRMs in servicing their clients
- Reduce the time spent on process and administrative tasks by PWRM to increase PWRMs capacity
- Support PWRMs to manage client contact and service including in the absence of PWRMs 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
- Provide sales support to PWRMs including preparing and completing sales documents managing data input and report generation and liaising with support functions to follow through client purchase process requirement
- Handle clients enquiries and complaints relating to the PWRMs portfolio in a positive timely and appropriate manner.
- Proactively identifies opportunities/issues and provides feedback to branch management to improve products and service processes
- Communicate effectively and work well with other teams within the Branch Call Center and other relevant partners that impact the clients experience of HSBC; to ensure a consistent approach and application of Premier standards
To be successful in the role you should meet the following requirements:
- Strong interpersonal and empathy skills with strong decision making and ability to deliver
- Minimum of two years working in financial services industry
- Previous experience in Retail/Premier sales preferred
- Understanding of core products Premier proposition and familiar with retail and wealth product processes
- Understanding of relationship management systems (CRM and RM Platform etc.)
- Solid knowledge of appropriate branch operational procedures
- Money Laundering Awareness Certificate held
- Knowledge of relevant regulatory governance in market
- Good knowledge of HSBC and personal banking
- Knowledge of the Banks lending systems such as CARM CLM & Security Processing when applicable to the markets
- Team player with collaborative skills
- Knowledge of local and Group compliance regulations
- Able to deliver the client experience and needs-based solutions through effective communication influencing and sales skills
- Have an understanding of the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly
- Ambitious about providing the highest standards of delivery to colleagues and clients
- Demonstrates ability to set stretch goals for self and the ability to deliver these with courage and tenacity
- Authentic and shows ability to engage with colleagues and clients to deliver at pace
- Makes considered decisions that protect HSBC and our clients
- A graduation degree is essential for obtaining a UAE visa and/or work permit. If your university certificate is from outside the UAE up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE)
Youll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued respected and opinions count. We take pride in providing a workplace that fosters continuous professional development flexible working and opportunities to grow within an inclusive and diverse environment.
We believe diversity brings benefits for our customers our business and our people. Different ideas and perspectives help us innovate manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement which is available on our website.
Issued by The Hong Kong and Shanghai Banking Corporation Limited.
Required Experience:
Manager
Key Skills Anti Money Laundering,Machine Shop,B2C,Account Management,Bus Driving,Administration Support
Employment Type : Full Time
Experience: years
Vacancy: 1